Palm Valley Wealth Management LLC

Overview

Palm Valley Wealth Management LLC is an independent, individual-owned registered investment adviser that serves individual and family clients. The firm operates as a capital allocator: it manages portfolios directly while also selecting third-party managers when appropriate. Core advisory services are financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements combine a percentage of assets under management and fixed fees. Investment activity centers on public funds and managed accounts, with a meaningful portion allocated to mutual funds and separate managed account strategies. The firm is not positioned as an ESG-focused investor and does not identify as a multi-state or pension consultant adviser. Its operating footprint is small and focused, which aligns with a hands-on approach to client relationships and bespoke manager selection when alternatives are needed.

Assets & Accounts

Investments & Alternatives

Location & Offices