JACOBS EQUITY
DBA: PALISADE WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $133.2M |
| Discretionary | $133.2M100% of AUM |
| Client Accounts | 141 |
| Avg Account Size | $945K |
| Employees | 3 |
| Peak AUM | $133.2MMar 2026 |
| AUM CAGR | +11.0% /yrover 1 yrs · 4 filings |
AUM by Client Type
Total AUM
$133M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $133M | +19.3% | — | — | — |
| Discretionary AUM | $133M | +19.3% | |||
Key Metrics
| Total AUM | $133.2M |
| Discretionary | $133.2M |
| Employees | 3 |
| Client Accounts | 141 |
| Client Range | 1-10 |
Contact & Location
Address
12231 S 900 E
DRAPER UT 84020
Phone
650-387-3808
Filing History
4 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$133M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported