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PALM VALLEY WEALTH MANAGEMENT LLC

Advisory

FL

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in FL
#1,902
of 2,610 advisers by AUM
Average account
$167K
across 157 accounts
AUM per adviser
$26M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$26M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$26M
Discretionary AUM$26M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients53
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

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MEASURED STRATEGIES LLC
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MAGNOLIA CAPITAL ADVISORS INC
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NOVEL CAPITAL MANAGEMENT ADVISORS, LLC
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