Data / Investment advisers / Florida / Palm Wealth Partners
Palm Wealth Partners, Boca Raton, FL: $179 million AUM, SEC registered investment adviser
Palm Wealth Partners is an SEC registered investment adviser with its main office in Boca Raton, Florida and reports $179 million in regulatory assets under management in its Form ADV filed July 10, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 323361
- SEC file number
- 801-131285
- SEC status
- Approved, effective October 17, 2024
- Legal name
- Investment Advisory Services Group LLC
- Main office
- 7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433
- Phone
- (954) 632-2555
- Website
- palmwealthpartners.com
- Regulatory AUM
- $179,338,120 in the Form ADV filed July 10, 2026
- Discretionary AUM
- $179,338,120
- Accounts
- 1,232
- Employees
- 9, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 642 | $113.2 million |
| High net worth individuals | 44 | $64.4 million |
| Corporations or other businesses | 2 | $1.7 million |
| Pension and profit sharing plans | 8 | Not listed |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $179.3 million | February 18, 2026 |
| December 1, 2025 | $132.1 million | November 5, 2025 |
Other advisers in Boca Raton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Allied Private Wealth | Boca Raton | $224.5 million | Not listed | adviserinfo.sec.gov |
| Sky Alpha Asset Advisors | Boca Raton | $216 million | Not listed | adviserinfo.sec.gov |
| Syntax Research, Inc. | Boca Raton | $202.9 million | 1 | adviserinfo.sec.gov |
| Rwa Advisors | Boca Raton | $199.1 million | Not listed | adviserinfo.sec.gov |
| One Wealth Investors | Boca Raton | $193.5 million | Not listed | adviserinfo.sec.gov |
| Winning Points Advisors, L.L.C. | Boca Raton | $173.1 million | Not listed | adviserinfo.sec.gov |
| Cywp Fund | Boca Raton | $160.8 million | 13 | adviserinfo.sec.gov |
| Financial Trust Asset Management Chartered | Boca Raton | $141.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boca Raton, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Palm Wealth Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.