Overview
Assets Under Management: $179 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 44
Average Client Assets: $1.5 million
Frequently Asked Questions
PALM WEALTH PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #323361), PALM WEALTH PARTNERS is subject to fiduciary duty under federal law.
PALM WEALTH PARTNERS is headquartered in BOCA RATON, FL.
PALM WEALTH PARTNERS serves 44 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, PALM WEALTH PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PALM WEALTH PARTNERS manages $179 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, PALM WEALTH PARTNERS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.93%
Average Client Assets: $1.5 million
Total Client Accounts: 1,232
Discretionary Accounts: 1,232
Regulatory Filings
CRD Number: 323361
Filing ID: 2055321
Last Filing Date: 2026-02-18 16:23:18