Palm Wealth Partners
Palm Wealth Partners is an SEC-registered mass-market adviser in Boca Raton, FL with $179.3M assets under management (AUM, regulatory AUM), +71% over one year. See who owns Palm Wealth Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323361, SEC 801-131285, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $179.3M (2026-02-18)
- Firm type
- Mass-Market Adviser
- Location
- Boca Raton, FL
- Employees
- 9
- Clients
- 696
- CRD
- 323361
- Ownership
- TOMSON, LEONARD, JAMES; BASILONE ENTERPRISES, LLC; TOMSON WEALTH LLC; BASILONE, MARIO, JOSEPH; PALM WEALTH PARTNERS LLC
How much AUM does Palm Wealth Partners have?
Palm Wealth Partners reported $179.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Palm Wealth Partners?
Disclosed owners and executives of Palm Wealth Partners include TOMSON, LEONARD, JAMES, BASILONE ENTERPRISES, LLC, TOMSON WEALTH LLC, BASILONE, MARIO, JOSEPH, PALM WEALTH PARTNERS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.