BOCA RATON, FLCRD 323361Latest ADV February 18, 2026
Palm Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated February 18, 2026, reports $179M in regulatory assets under management, 9 employees, and 1,232 accounts.
Assets Under Management
$179M
Employees
9
Offices
--
Total Clients
696
Primary office
BOCA RATON, FL
7100 W CAMINO REAL, STE 302-1/44, BOCA RATON, FL, United States
Top client segmentIndividuals represent 92.2% of total clients.
Top client categories% of clientsClients
1
Individuals
92.2%
642
2
HNWI
6.3%
44
3
Pension Plans
1.1%
8
4
Corporations
0.3%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$179Mas of February 18, 2026
Discretionary100.0%
$179M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$179M
Total Accounts1,232
10Y AUM Change+$74M (+71.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee77:1
10Y Employee Change+2 (+28.6%)
* 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.