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| Palacios Wealth Management LLC
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|---|---|
| CRD # | 327660 |
| SEC # | 801-131973 |
| CIK # | 0002053829 |
| AUM | 234.3 M (2026-02-16) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 386-271-2127 |
| Address | 595 W Granada Boulevard Ormond Beach, FL 32174 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 46.9 | ||
| Broadcom Inc | 10.2 | ||
| Apple Inc | 7.9 | ||
| Amazon Com Inc | 7.3 | ||
| Alphabet Inc | 5.1 | ||
| Facebook Inc | 4.9 | ||
| Advanced Micro Devices Inc | 4.2 | ||
| CrowdStrike Holdings Inc | 4.0 | ||
| Alphabet Inc | 3.8 | ||
| J P Morgan Chase & Co | 2.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 339 | 76.2 |
| (b) Individuals (high net worth individuals) | 51 | 125.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 33.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 651 | 234.3 |
| By Discretionary | ||
| Discretionary | 623 | 201.2 |
| Non-Discretionary | 28 | 33.1 |
| Total | 651 | 234.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.3 | |
| Total | 651 | 234.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053829] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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The Aranda Group Advisors LLC
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