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PALM WEALTH PARTNERS

BOCA RATON, FL · CRD 323361 · IAPD ↗ · palmwealthpartners.com · (954) 632-2555

$179.3MRegulatory AUM
9Advisory reps
9Employees
28Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — PALM WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
March 2026 — PALM WEALTH PARTNERS reported RAUM up 36% ($132.1M -> $179.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
February 2026 — PALM WEALTH PARTNERS notice-filed in CA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2025 — PALM WEALTH PARTNERS notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2025 — PALM WEALTH PARTNERS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — PALM WEALTH PARTNERS reported RAUM up 26% ($104.9M -> $132.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — PALM WEALTH PARTNERS grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
November 2024 — PALM WEALTH PARTNERS (BOCA RATON, FL) is newly SEC-registered with $104.9M RAUM and 7 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.