INVESTMENT ADVISORY SERVICES GROUP LLC
Legal name: PALM WEALTH PARTNERS
CRD #323361 SEC #801-131285 BOCA RATON, FL (954) 632-2555
SEC Registered
Total AUM
$132.1M
Discretionary
$132.1M
Employees
9
Clients
0
Accounts
1,066
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $132.1M | $132.1M | $0 | 9 | 1 |
| May 2025 | $132.1M | $132.1M | $0 | 9 | 1 |
| May 2025 | $132.1M | $132.1M | $0 | 9 | 1 |
| Apr 2025 | $132.1M | $132.1M | $0 | 9 | 1 |
| Mar 2025 | $132.1M | $132.1M | $0 | 9 | 1 |
| Mar 2025 | $104.9M | $104.9M | $0 | 7 | 0 |
| Oct 2024 | $104.9M | $104.9M | $0 | 7 | 0 |
| Sep 2024 | $104.9M | $104.9M | $0 | 7 | 0 |
| Sep 2024 | $104.9M | $104.9M | $0 | 7 | 0 |
DateNov 2025
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees9
Clients1
DateMay 2025
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees9
Clients1
DateMay 2025
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees9
Clients1
DateApr 2025
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees9
Clients1
DateMar 2025
Total AUM$132.1M
Discretionary$132.1M
Non-Disc.$0
Employees9
Clients1
DateMar 2025
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees7
Clients0
DateOct 2024
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees7
Clients0
DateSep 2024
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees7
Clients0