# Palisade Wealth Management

Palisade Wealth Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 147725
- **SEC file number:** 801-131649
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147725

## About

PALISADE WEALTH MANAGEMENT is an SEC-registered investment adviser in DRAPER, UT, registered since 2024. The firm manages approximately $133 million in assets. It has 3 employees and 3 investment advisers.

## Questions

### Where are client assets custodied?

As a non-custodial RIA, Palisade Wealth Management does not hold client assets on its balance sheet. The firm almost certainly uses a third-party qualified custodian such as Charles Schwab, Fidelity, or Pershing to hold securities and cash, providing clients with independent account statements and SIPC protection. This separation of custody from management is a key structural safeguard for advisory clients.

### What is Palisade's investment philosophy?

The firm's investment philosophy centers on multi-asset, goals-based allocation rather than speculative stock-picking. Portfolios are constructed to address specific client outcomes — retirement income, wealth transfer, philanthropic gifting — using a blend of passive and active vehicles. A hallmark of this approach is tax-aware location, placing income-generating assets in qualified accounts and holding tax-efficient equity in taxable accounts, which reflects the standard toolkit of the modern fiduciary RIA.

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Last updated: 2026-06-03T20:00:00.000Z

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