1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PALM WEALTH PARTNERS

Map pinBOCA RATON, FL
Phone(954) 632-2555
NotebookSEC #801-131285
Total AUM
$179.3M
Employees
9
Clients
696

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7100 W CAMINO REAL
STE 302-1/44
BOCA RATON
FL 33433
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(954) 632-2555

ReceiptFinancials

Total AUM
$179.3M
Accounts
1,232
Discretionary
$179.3M
Accounts
1,232
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
642
AUM
$113.2M
HNW Individual Clients
44
AUM
$64.4M
Pension/Profit Sharing Plan Clients
8
AUM
$0
Corporation or Business Clients
2
AUM
$1.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGANCNYOHPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account