PALM VALLEY WEALTH MANAGEMENT LLC

PALM VALLEY WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 325052). Regulatory assets under management: $26.2M.

Registration

• CRD: 325052
• Type: Registered investment adviser
• Phone: (904) 201-2727
• Latest filing: 2026-03-10
• Regulatory AUM: $26.2M
• Discretionary AUM: $26.2M
• Clients: 1
• Accounts: 157

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325052 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search