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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BASILONE, MARIO, JOSEPH | I | ELECTED MANAGER/CCO | NA | Control |
| BASILONE, MARIO, JOSEPH | I | MANAGER/CCO | NA | Control |
| BASILONE, MARIO, JOSEPH | I | ELECTED MANAGER/CCO | NA | Control |
| BASILONE, MARIO, JOSEPH | I | ELECTED MANAGER/CCO | NA | Control |
| BASILONE, MARIO, JOSEPH | I | ELECTED MANAGER/CCO | NA | Control |
| BASILONE, MARIO, JOSEPH | I | ELECTED MANAGER/CCO | NA | Control |
| BASILONE, MARIO, JOSEPH | I | ELECTED MANAGER/CCO | NA | Control |
| BASILONE, MARIO, JOSEPH | I | ELECTED MANAGER/CCO | NA | Control |
| BASILONE, MARIO, JOSEPH | I | ELECTED MANAGER/CCO | NA | Control |
| TOMSON, LEONARD, JAMES | I | ELECTED MANAGER | NA | Control |
| TOMSON, LEONARD, JAMES | I | MANAGER | NA | Control |
| TOMSON, LEONARD, JAMES | I | ELECTED MANAGER | NA | Control |
| TOMSON, LEONARD, JAMES | I | ELECTED MANAGER | NA | Control |
| TOMSON, LEONARD, JAMES | I | ELECTED MANAGER | NA | Control |
| TOMSON, LEONARD, JAMES | I | ELECTED MANAGER | NA | Control |
| TOMSON, LEONARD, JAMES | I | ELECTED MANAGER | NA | Control |
| TOMSON, LEONARD, JAMES | I | ELECTED MANAGER | NA | Control |
| TOMSON, LEONARD, JAMES | I | ELECTED MANAGER | NA | Control |
| PALM WEALTH PARTNERS LLC | DE | MANAGING MEMBER | E | Control |
| PALM WEALTH PARTNERS LLC | DE | MANAGER | E | Control |
| PALM WEALTH PARTNERS LLC | DE | MANAGING MEMBER | E | Control |
| PALM WEALTH PARTNERS LLC | DE | MANAGING MEMBER | E | Control |
| PALM WEALTH PARTNERS LLC | DE | MANAGING MEMBER | E | Control |
| PALM WEALTH PARTNERS LLC | DE | MANAGING MEMBER | E | Control |
| PALM WEALTH PARTNERS LLC | DE | MANAGING MEMBER | E | Control |
| PALM WEALTH PARTNERS LLC | DE | MANAGING MEMBER | E | Control |
| PALM WEALTH PARTNERS LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BASILONE, MARIO, JOSEPH | I | BASILONE ENTERPRISES, LLC | E | Control |
| BASILONE, MARIO, JOSEPH | I | BASILONE ENTERPRISES, LLC | E | Control |
| BASILONE, MARIO, JOSEPH | I | BASILONE ENTERPRISES, LLC | E | Control |
| TOMSON, LEONARD, JAMES | I | TOMSON WEALTH LLC | E | Control |
| TOMSON, LEONARD, JAMES | I | TOMSON WEALTH LLC | E | Control |
| TOMSON, LEONARD, JAMES | I | TOMSON WEALTH LLC | E | Control |
| BASILONE ENTERPRISES, LLC | DE | PALM WEALTH PARTNERS LLC | C | Control |
| BASILONE ENTERPRISES, LLC | DE | PALM WEALTH PARTNERS LLC | C | Control |
| BASILONE ENTERPRISES, LLC | DE | PALM WEALTH PARTNERS LLC | C | Control |
| TOMSON WEALTH LLC | DE | PALM WEALTH PARTNERS LLC | C | Control |
| TOMSON WEALTH LLC | DE | PALM WEALTH PARTNERS LLC | C | Control |
| TOMSON WEALTH LLC | DE | PALM WEALTH PARTNERS LLC | C | Control |
Registrations
Federal
IA
Nov 5, 2025 REGISTERED
Notice Filings (7)
AZ FL GA NC OH PA TX
Address
7100 W CAMINO REALSTE 302-1/44
BOCA RATON, FL 33433
United States
Phone: (954) 632-2555