Palm Wealth Partners
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 323361
- Registered since
- October 17, 2024
- Website
- palmwealthpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals63.13%
- HNWI35.93%
- Corporations / Businesses0.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Palm Wealth Partners is an independent, SEC-registered registered investment adviser organized as an LLC. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional clients. Its advisory menu includes comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and the selection of third-party advisers. Palm Wealth Partners reports using a mix of fee structures (percentage of AUM, hourly and fixed fees, plus other arrangements) and identifies as an active ESG investor. The firm lists an affiliation with an insurance company and indicates it is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities8%
- US Government Bonds5%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Leonard Tomson
Co-Founder & CEOCRD 5777554
Contacts
3 of 8
Mario Basilone
Co-founder and PresidentCRD 6035458
Domenick Mancini
Co-Founder & Financial AdvisorCRD 6647667
Jaron Oswalt
Investment Adviser RepresentativeCRD 6317727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$141M in ETFs
59%
$83.5M
41%
$58M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $27.4M | 36,617 | 19.39% |
Location
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 7100 Camino Real
- Time zone
- ET (UTC-5)
- Office locations
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