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PALM WEALTH PARTNERS
INVESTMENT ADVISORY SERVICES GROUP LLC
CRD 323361 · SEC 801-131285
7100 W CAMINO REAL, STE 302-1/44, BOCA RATON, FL, 33433, United States
Phone
(954) 632-2555
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$179.3M
Discretionary AUM
$179.3M
Team
9 total employees; 9 advisory reps; 28 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 642 | $113.2M |
| High net worth individuals | 44 | $64.4M |
| Pension/profit sharing plans | 8 | $0 |
| Corporations/business entities | 2 | $1.7M |
States served
AZ, CA, GA, NY, NC, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD