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PALM WEALTH PARTNERS
Legal name: INVESTMENT ADVISORY SERVICES GROUP LLC
CRD 323361File 801-131285
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$179.3M
Bottom 25% of cohort (national)
Discretionary AUM
$179.3M
Clients
696
1,232 accounts
Employees
9
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 17, 2024
- Principal office
- 7100 W CAMINO REAL, STE 302-1/44, BOCA RATON, FL, 33433
- Phone
- (954) 632-2555
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $179.3M
- Discretionary AUM
- $179.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,232
- Non-discretionary accounts
- 0
- Total accounts
- 1,232
- AUM per client
- $258K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $1.7M |
| High net worth individuals | 44 | $64.4M |
| Pension and profit sharing plans | 8 | $0 |
| Individuals (other than high net worth individuals) | 642 | $113.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.