$133.2M Total AUM
$133.2M Disc. AUM
-- 3Y CAGR
3 Employees
141 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Fusion emberOak insight
- Established Date
- 09-29-2008
- Office Locations
- 3
Office Locations
12231 S 900 E Draper UT
272 E 12200 S Draper UT
-- Broomfield CO
About Palisade Wealth Management
Palisade Wealth Management is a Draper, Utah-based RIA providing investment management and planning support (including tax planning, insurance, and charitable giving). The firm uses an equity-centric, long-term approach grounded in diversification and tax/fee efficiency. Primarily serves retail clients and custody is supported via Charles Schwab.
Team overview
41 AVG AGE
$44.4M AVG AUM / ADVISOR
$944.8K AVG AUM / CLIENT
7.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
17yrs Firm Age
Insights
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Custodian
Alpha Beacon focus Momentum Bridge meridian
Investment Themes
Pioneer
Investment Vehicles
Capital
Services
Pathway foundation North vertex Legacy peak
Technology
North prime Ember peak
Owner & Executives
J
JEFFREY L JACOBS
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #5560484
- Ownership
- 75% or more
(432) 343-6635
pioneer.signal@unisoncapital.com
in linkedin.com/in/bridge-vital
Showing 1 of 1 owners & executives
Unlock allContacts
CAM TAGGART MCCLELLAN
Partner
- CRD
- #5419803
(309) 274-1897
matrix.vertex@legacycapital.com
in linkedin.com/in/horizon-insight
P
Phillip Sharp
Advisor
- CRD
- #7994443
(664) 535-7027
vital.momentum@elementcapital.com
in linkedin.com/in/fusion-fusion
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $133,212,081 | $944,767 |
| Non-Discretionary | $0 | -- |
| Total | $133,212,081 | $944,767 |
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Separately Managed Accounts
Total SMA Asset: $133,212,081
Public Funds:
20.8% Equity - Exchange:
38.2% Cash:
41.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $512,211,112 | 20.8% |
| Equity - Exchange | $940,695,407 | 38.2% |
| Cash | $1,009,646,903 | 41.0% |
| Total | $2,462,553,422 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL VECTOR | ZENITH ELEMENT | 6HD79NKEH | HESJJ | 6.72% | $87,878,751 |
| ELEMENT VECTOR | ATLAS PRIME | VM1253QT6 | TKDD | 3.30% | $6,534,119 |
| HARBOR MERIDIAN ZENITH | NORTH OPTIMA | GL8FNG9OH | XDY | 11.14% | $54,059,841 |
| CREST EMBER BEACON | LEGACY WAVE | MRK3YRUZH | PLERI | 1.75% | $45,416,743 |
| MERIDIAN VALUE | INSIGHT PEAK | UIRCJ8HMR | IXH | 7.91% | $40,687,123 |
| OAK OAK | BRIDGE MATRIX | YTR827HZD | VUTQS | 11.46% | $43,454,597 |
| CREST UNISON | PRIME MERIDIAN | TKVD6APJM | BMKEK | 1.78% | $81,512,429 |
| MATRIX CATALYST HARBOR | CAPITAL UNISON | 038515UAK | PBL | 5.54% | $73,743,087 |