# Palm Valley Wealth Management LLC

Palm Valley Wealth Management LLC is a Multi Family Office based in Palm Beach Gardens, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Palm Beach Gardens, United States
- **Region:** North America
- **Address:** Palm Beach Gardens, FL, United States
- **Assets under management:** Undisclosed
- **Website:** palmvalleywealth.com
- **LinkedIn:** https://www.linkedin.com/company/palm-valley-wealth-managment

## Regulatory record

- **CRD number:** 325052
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/325052

## About

Palm Valley Wealth Management LLC is a state-registered investment adviser with $26 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning
- Investment Management

## Questions

### What regulatory status does Palm Valley Wealth Management hold?

Palm Valley Wealth Management LLC (SEC) as a registered investment advisor (RIA). This status imposes a fiduciary duty to act in clients' best interests, a stricter standard than the suitability standard applied to broker-dealers (per SEC public records).

### Does Palm Valley Wealth Management report its assets under management publicly?

The firm does not publicly disclose its AUM. As a private RIA with no marketing materials or public filings that include this figure, its AUM remains undisclosed (per SEC disclosure filings).

### What investment services does Palm Valley Wealth Management offer?

The firm offers financial planning, retirement planning, and investment management services. It structures client portfolios across traditional asset classes such as equities, fixed income, and cash equivalents, though it does not publicly detail its investment strategy or specific holdings.

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Last updated: 2026-08-14T12:30:00.000Z

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