Palm Wealth Partners

Firm record

As recorded in SEC IAPD

Firm CRD

323361

SEC number

801-131285

Firm type

RIA

Assets under management

$179.3M as of Feb 18, 2026

Website

www.linkedin.com/company/palm-wealth-partners ↗

Phone

(954) 632-2555

Address

7100 W Camino Real, Boca Raton, FL, 33433

Advisors at this firm

9 in our index · page 1 of 1

• Danielle BasiloneCRD 5741111 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Mario Joseph BasiloneCRD 6035458 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Tyler James BocciaCRD 7480841 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Rania Christina JawdeCRD 6174789 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Domenick Anthony ManciniCRD 6647667 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Adam Paul MentzerCRD 6690233 · Boca Raton, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jaron Thomas OswaltCRD 6317727 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Franklin George RekasCRD 2206582 · Boca Raton, FL
  IA RegisteredRegistration inactive
• Leonard James TomsonCRD 5777554 · Boca Raton, FL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.