Palm Springs Advisory LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 31, 2026, reports $36M in regulatory assets under management, 2 employees, and 25 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 72.0% of total clients.
Top client categories% of clientsClients
1
HNWI
72.0%
18
2
Corporations
20.0%
5
3
Individuals
8.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$36Mas of March 31, 2026
Discretionary15.1%
$5M
15% of total RAUM15.1%
Non-discretionary84.9%
$30M
85% of total RAUM84.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$36M
Total Accounts25
10Y AUM Change+$36M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee13:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.