# Palm Wealth Partners

> Palm Wealth Partners is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 323361
- Filed as: PALM WEALTH PARTNERS
- Legal name: Investment Advisory Services Group LLC
- Also doing business as: PALM WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323361
- AdvisorCensus page: https://advisorcensus.com/firm/palm-wealth-partners-boca-raton-fl-323361

## Quick answers

**How is Palm Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Palm Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Palm Wealth Partners located?**
Palm Wealth Partners' principal office is in Boca Raton, FL, according to its Form ADV.

**Is Palm Wealth Partners registered with the SEC or a state?**
Palm Wealth Partners is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 323361.

**How much does Palm Wealth Partners manage?**
Palm Wealth Partners reports $179,338,120 in regulatory assets under management in its Form ADV filing dated July 10, 2026 (100% discretionary).

**How have Palm Wealth Partners' assets and staff changed since 2025?**
In the Form ADV data for Palm Wealth Partners: Regulatory assets under management: $132,073,268 in the October 2025 data and $179,338,120 in the October 2026 data, up 36%. Total employees: 9 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Palm Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (642); high net worth individuals (44); pension and profit sharing plans (but not the plan participants or government pension plans) (8).

**Which custodians does Palm Wealth Partners use?**
Palm Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Palm Wealth Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323361

**Does Palm Wealth Partners state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "We do not have a minimum asset requirement to establish a relationship with our firm."

**What changed in Palm Wealth Partners' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $132,073,268 to $179,338,120 (+36%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: None

> We do not have a minimum asset requirement to establish a relationship with our firm.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $179,338,120
- Discretionary: $179,338,120
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 642 | $113,223,897 |
| High net worth individuals | 44 | $64,438,221 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $1,676,002 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (1 year)
- Employees: 9 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, GA, NC, NY, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palmwealthpartners.com
- Facebook @palmwealthpartners
- Instagram @palmwealthpartners
- LinkedIn @palm-wealth-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $132,073,268 | 9 | May 22, 2025 |
| October 2026 | $179,338,120 | 9 | July 10, 2026 |

Regulatory assets under management: $132,073,268 in the October 2025 data and $179,338,120 in the October 2026 data, up 36%.
Total employees: 9 in October 2025 and 9 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $132,073,268 to $179,338,120 (+36%).

### February 2026
- Registered or notice-filed in CA, NY.

### December 2025
- Registered or notice-filed in AZ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palm Wealth Partners (CRD 323361): Form ADV filing data as of October 2026.