{ "path": "/advisors/fl/miami/for-high-net-worth-individuals", "url": "https://advisorcensus.com/advisors/fl/miami/for-high-net-worth-individuals/page/7", "page_type": "metro_answer", "title": "Financial advisors for high-net-worth individuals in Miami, FL", "filters": {}, "scope_total": 479, "faq": [ { "q": "Which financial advisors in Miami, FL work with high-net-worth individuals?", "a": "479 investment advisory firms with a principal office in the Miami metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "q": "How many financial advisory firms are there in Miami, FL?", "a": "AdvisorCensus lists 1,113 investment advisory firms with a principal office in the Miami metro area, from Form ADV filings as of October 2026: 614 SEC-registered, 267 state-registered, and 232 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Miami, FL?", "a": "178 of the 1,113 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Miami, FL offer financial planning?", "a": "310 of the 881 firms in Miami, FL that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Miami, FL fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 178 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in Miami, FL who work with high-net-worth individuals. AdvisorCensus lists 479 investment advisory firms with a principal office in the Miami metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.", "about_market": "Miami has 1,113 investment advisory firms with a principal office in the metro area as of October 2026: 614 SEC-registered, 267 state-registered, and 232 exempt reporting advisers. 178 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 271 report under $100 million in regulatory assets under management. The metro area has 2,334,797 households, 300,766 of them with income of $200,000 or more, or 270 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for high-net-worth individuals in Miami, FL: 479 firms from Form ADV filings as of October 2026.", "total_firms": 479, "page": 7, "total_pages": 10, "sort": "name", "registration_types": { "sec": 307, "state": 172, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 128 }, { "code": "percentage_of_aum", "count": 470 }, { "code": "hourly", "count": 171 }, { "code": "subscription", "count": 6 }, { "code": "fixed", "count": 257 }, { "code": "commissions", "count": 10 }, { "code": "performance_based", "count": 102 }, { "code": "other", "count": 79 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 181 }, { "code": "5_to_9", "count": 127 }, { "code": "10_to_19", "count": 112 }, { "code": "20_plus", "count": 59 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 75 }, { "code": "25m_100m", "count": 93 }, { "code": "100m_500m", "count": 184 }, { "code": "500m_1b", "count": 53 }, { "code": "1b_5b", "count": 51 }, { "code": "over_5b", "count": 17 }, { "code": "not_reported", "count": 6 } ], "firms": [ { "crd_number": 332313, "name": "Manna Wealth Management", "name_as_filed": "MANNA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/manna-wealth-management-miami-beach-fl-332313", "city": "Miami Beach", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167335, "name": "MAR Wealth Management Services, LLC", "name_as_filed": "MAR WEALTH MANAGEMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/mar-wealth-management-services-llc-west-palm-beach-fl-167335", "city": "West Palm Beach", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164001, "name": "Mariaca Wealth Management, LLC", "name_as_filed": "MARIACA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mariaca-wealth-management-llc-wellington-fl-164001", "city": "Wellington", "state": "FL", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285674, "name": "Mariva Global Asset Management, LLC", "name_as_filed": "MARIVA GLOBAL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mariva-global-asset-management-llc-miami-fl-285674", "city": "Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105381, "name": "Martin Investment Management, LLC", "name_as_filed": "MARTIN INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/martin-investment-management-llc-palm-beach-gardens-fl-105381", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 38, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 165906, "name": "MAS Advisors LLC", "name_as_filed": "MAS ADVISORS LLC", "url": "https://advisorcensus.com/firm/mas-advisors-llc-coral-gables-fl-165906", "city": "Coral Gables", "state": "FL", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292353, "name": "Materetsky Financial Group", "name_as_filed": "MATERETSKY FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/materetsky-financial-group-boynton-beach-fl-292353", "city": "Boynton Beach", "state": "FL", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333776, "name": "Matters Capital LLC", "name_as_filed": "MATTERS CAPITAL LLC", "url": "https://advisorcensus.com/firm/matters-capital-llc-coral-gables-fl-333776", "city": "Coral Gables", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284919, "name": "Maximai Investment Partners, LLC", "name_as_filed": "MAXIMAI INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/maximai-investment-partners-llc-coral-gables-fl-284919", "city": "Coral Gables", "state": "FL", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108648, "name": "Meira Wealth", "name_as_filed": "MEIRA WEALTH", "url": "https://advisorcensus.com/firm/meira-wealth-coral-gables-fl-108648", "city": "Coral Gables", "state": "FL", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329126, "name": "Mendoza Private Wealth", "name_as_filed": "MENDOZA PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/mendoza-private-wealth-north-miami-fl-329126", "city": "North Miami", "state": "FL", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306237, "name": "Meridiana", "name_as_filed": "MERIDIANA", "url": "https://advisorcensus.com/firm/meridiana-coral-gables-fl-306237", "city": "Coral Gables", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 291932, "name": "Merion Road Capital Management LLC", "name_as_filed": "MERION ROAD CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/merion-road-capital-management-llc-miami-shores-fl-291932", "city": "Miami Shores", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 299549, "name": "Merited Wealth, LLC", "name_as_filed": "MERITED WEALTH, LLC", "url": "https://advisorcensus.com/firm/merited-wealth-llc-north-bay-village-fl-299549", "city": "North Bay Village", "state": "FL", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284866, "name": "MG&A Wealth", "name_as_filed": "MG&A WEALTH", "url": "https://advisorcensus.com/firm/mg-and-a-wealth-plantation-fl-284866", "city": "Plantation", "state": "FL", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 283148, "name": "Miura Investment Advisors, Inc", "name_as_filed": "MIURA INVESTMENT ADVISORS, INC", "url": "https://advisorcensus.com/firm/miura-investment-advisors-inc-miami-fl-283148", "city": "Miami", "state": "FL", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 285263, "name": "MMBG Investment Advisors Co.", "name_as_filed": "MMBG INVESTMENT ADVISORS CO.", "url": "https://advisorcensus.com/firm/mmbg-investment-advisors-co-miami-fl-285263", "city": "Miami", "state": "FL", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 12963, "name": "Money Concepts Advisory Service", "name_as_filed": "MONEY CONCEPTS ADVISORY SERVICE", "url": "https://advisorcensus.com/firm/money-concepts-advisory-service-palm-beach-gardens-fl-12963", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 112221, "name": "Mora Capital Management, LLC", "name_as_filed": "MORA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mora-capital-management-llc-miami-fl-112221", "city": "Miami", "state": "FL", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 151260, "name": "Mori Huston Partners", "name_as_filed": "MORI HUSTON PARTNERS", "url": "https://advisorcensus.com/firm/mori-huston-partners-miami-fl-151260", "city": "Miami", "state": "FL", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 141809, "name": "Mouly Financial Management, Inc.", "name_as_filed": "MOULY FINANCIAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mouly-financial-management-inc-davie-fl-141809", "city": "Davie", "state": "FL", "years_registered": 35, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156114, "name": "Multus Asset Management", "name_as_filed": "MULTUS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/multus-asset-management-coral-gables-fl-156114", "city": "Coral Gables", "state": "FL", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300232, "name": "Murray Street Capital Advisors, LLC", "name_as_filed": "MURRAY STREET CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/murray-street-capital-advisors-llc-fort-lauderdale-fl-300232", "city": "Fort Lauderdale", "state": "FL", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329641, "name": "My Investment Path", "name_as_filed": "MY INVESTMENT PATH", "url": "https://advisorcensus.com/firm/my-investment-path-coral-gables-fl-329641", "city": "Coral Gables", "state": "FL", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 322345, "name": "Neil Jesani Wealth Management", "name_as_filed": "NEIL JESANI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/neil-jesani-wealth-management-sunrise-fl-322345", "city": "Sunrise", "state": "FL", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 311424, "name": "Nexwealth LLC", "name_as_filed": "NEXWEALTH LLC", "url": "https://advisorcensus.com/firm/nexwealth-llc-palm-beach-gardens-fl-311424", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 130814, "name": "NFSG Corporation", "name_as_filed": "NFSG CORPORATION", "url": "https://advisorcensus.com/firm/nfsg-corporation-boca-raton-fl-130814", "city": "Boca Raton", "state": "FL", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 112938, "name": "Noble Capital Management, Inc.", "name_as_filed": "NOBLE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/noble-capital-management-inc-boca-raton-fl-112938", "city": "Boca Raton", "state": "FL", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151170, "name": "Noctua International WMG, LLC", "name_as_filed": "NOCTUA INTERNATIONAL WMG, LLC", "url": "https://advisorcensus.com/firm/noctua-international-wmg-llc-miami-fl-151170", "city": "Miami", "state": "FL", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 110819, "name": "Noesis Capital Management Corp", "name_as_filed": "NOESIS CAPITAL MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/noesis-capital-management-corp-boca-raton-fl-110819", "city": "Boca Raton", "state": "FL", "years_registered": 31, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128508, "name": "Northeast Capital Management, Inc.", "name_as_filed": "NORTHEAST CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/northeast-capital-management-inc-coral-gables-fl-128508", "city": "Coral Gables", "state": "FL", "years_registered": 30, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164602, "name": "Numa", "name_as_filed": "NUMA", "url": "https://advisorcensus.com/firm/numa-miami-fl-164602", "city": "Miami", "state": "FL", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 119840, "name": "Nuverse Advisors LLC", "name_as_filed": "NUVERSE ADVISORS LLC", "url": "https://advisorcensus.com/firm/nuverse-advisors-llc-hallandale-beach-fl-119840", "city": "Hallandale Beach", "state": "FL", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 291950, "name": "Ocean Financial Advisors LLC", "name_as_filed": "OCEAN FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/ocean-financial-advisors-llc-miami-fl-291950", "city": "Miami", "state": "FL", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 307787, "name": "Oceanis Financial Advisors, Inc.", "name_as_filed": "OCEANIS FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/oceanis-financial-advisors-inc-miami-fl-307787", "city": "Miami", "state": "FL", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322478, "name": "Octogone NA", "name_as_filed": "OCTOGONE NA", "url": "https://advisorcensus.com/firm/octogone-na-miami-fl-322478", "city": "Miami", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 172570, "name": "Omkara Capital LLC", "name_as_filed": "OMKARA CAPITAL LLC", "url": "https://advisorcensus.com/firm/omkara-capital-llc-miami-fl-172570", "city": "Miami", "state": "FL", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170909, "name": "Omnia Family Wealth, LLC", "name_as_filed": "OMNIA FAMILY WEALTH, LLC", "url": "https://advisorcensus.com/firm/omnia-family-wealth-llc-aventura-fl-170909", "city": "Aventura", "state": "FL", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310906, "name": "One + One Wealth Management, LLC", "name_as_filed": "ONE + ONE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/one-plus-one-wealth-management-llc-jupiter-fl-310906", "city": "Jupiter", "state": "FL", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288030, "name": "One Wealth Investors", "name_as_filed": "ONE WEALTH INVESTORS", "url": "https://advisorcensus.com/firm/one-wealth-investors-boca-raton-fl-288030", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322755, "name": "Opal Capital LLC", "name_as_filed": "OPAL CAPITAL LLC", "url": "https://advisorcensus.com/firm/opal-capital-llc-boca-raton-fl-322755", "city": "Boca Raton", "state": "FL", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328152, "name": "Openvest", "name_as_filed": "OPENVEST", "url": "https://advisorcensus.com/firm/openvest-aventura-fl-328152", "city": "Aventura", "state": "FL", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 292023, "name": "Optimist Capital", "name_as_filed": "OPTIMIST CAPITAL", "url": "https://advisorcensus.com/firm/optimist-capital-palm-beach-gardens-fl-292023", "city": "Palm Beach Gardens", "state": "FL", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172524, "name": "Osprey Capital Management Corp.", "name_as_filed": "OSPREY CAPITAL MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/osprey-capital-management-corp-miami-beach-fl-172524", "city": "Miami Beach", "state": "FL", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329936, "name": "Ossia IM", "name_as_filed": "OSSIA IM", "url": "https://advisorcensus.com/firm/ossia-im-miami-fl-329936", "city": "Miami", "state": "FL", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 109134, "name": "Palisades Hudson Asset Management, L.P.", "name_as_filed": "PALISADES HUDSON ASSET MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/palisades-hudson-asset-management-l-p-fort-lauderdale-fl-109134", "city": "Fort Lauderdale", "state": "FL", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323361, "name": "Palm Wealth Partners", "name_as_filed": "PALM WEALTH PARTNERS", "url": 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