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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PALM WEALTH PARTNERS

INVESTMENT ADVISORY SERVICES GROUP LLC, CRD 323361

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:25916315-800d-9771-ba65-cb17be71e8fb

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 4
On other graphs: 0
Observed: Sep 11, 2024 to Jul 10, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $179MItem 5.F on the latest filing (2026-07-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $179M
Private client RAUM: $178MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $19.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,232
Individual clients: 642
High net worth clients: 44
Custody, client assets: $7.7M
SEC number: 801-131285
CIK: 2099157
CRD: 323361
Filings on the tape: 10
First filed: Sep 11, 2024
Latest filed: Jul 10, 2026
Organised: Limited Liability Company, FL
Website: palmwealthpartners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LEONARD JAMES TOMSON	Certified Financial Planner	BOCA RATON, FL	2	16	2	no
JARON THOMAS OSWALT	n/a	BOCA RATON, FL	2	12	2	no
Domenick Anthony Mancini	n/a	BOCA RATON, FL	2	14	3	no
Adam Paul Mentzer	n/a	BOCA RATON, FL	2	10	2	no
Tyler James Boccia	n/a	BOCA RATON, FL	2	13	2	no
MARIO JOSEPH BASILONE	n/a	BOCA RATON, FL	2	14	2	no
FRANKLIN GEORGE REKAS	n/a	BOCA RATON, FL	1	32	3	no
RANIA CHRISTINA JAWDE	Certified Financial Planner	BOCA RATON, FL	1	12	1	no
DANIELLE BASILONE	n/a	BOCA RATON, FL	1	16	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BASILONE ENTERPRISES, LLC	Member	C	yes	01/2023	Sep 11, 2024	Oct 18, 2024
BASILONE, MARIO, JOSEPH	MEMBER AND MANAGER	E	yes	01/2023	Sep 11, 2024	Oct 18, 2024
BASILONE, MARIO, JOSEPH	ELECTED MANAGER/CCO	Na	yes	02/2024	Sep 11, 2024	Oct 18, 2024
PALM WEALTH PARTNERS LLC	MANAGING MEMBER	E	yes	02/2024	Sep 11, 2024	Oct 18, 2024
TOMSON WEALTH LLC	Member	C	yes	01/2023	Sep 11, 2024	Oct 18, 2024
TOMSON, LEONARD, JAMES	CEO AND MANAGER	E	yes	01/2023	Sep 11, 2024	Oct 18, 2024
TOMSON, LEONARD, JAMES	ELECTED MANAGER	Na	yes	02/2024	Sep 11, 2024	Oct 18, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 18, 2026	$179M	$179M	9	9	0	n/a	n/a
2024	Apr 18, 2025	$132M	$132M	9	9	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	9	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$179M	$132M	35.8%	n/a	n/a	9	9	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
EQUITABLE ADVISORS, LLC	2	Oct 9, 2024	Oct 2, 2024	BOCA RATON, FL	Team lift out	Ibd to RIA	0.1%
EATON FINANCIAL GROUP	5	Jun 28, 2024	Jan 1, 2025	BOCA RATON, FL	Firm absorbed	RIA to RIA	55.6%

Relationships

Registered with (10)

← DANIELLE BASILONEAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← FRANKLIN GEORGE REKASAdvisorregistration: current employment
Oct 2, 2024 to presentfactForm ADV
← RANIA CHRISTINA JAWDEAdvisorregistration: current employment
Oct 2, 2024 to presentfactForm ADV
← MARIO JOSEPH BASILONEAdvisorregistration: current employment
Jul 5, 2024 to presentfactForm ADV
← JARON THOMAS OSWALTAdvisorregistration: current employment
Jun 24, 2024 to presentfactForm ADV
← Domenick Anthony ManciniAdvisorregistration: current employment
Jun 24, 2024 to presentfactForm ADV
← Adam Paul MentzerAdvisorregistration: current employment
Jun 24, 2024 to presentfactForm ADV
← Tyler James BocciaAdvisorregistration: current employment
Jun 24, 2024 to presentfactForm ADV
← LEONARD JAMES TOMSONAdvisorregistration: current employment
Mar 19, 2024 to presentfactForm ADV
← Alexa Symone AshiAdvisorregistration: previous registration
Jan 30, 2023 to Mar 19, 2024factForm ADV

Moved with (2)

← EATON FINANCIAL GROUPRegistered adviser5 advisors, firm absorbed, same day
Jun 28, 2024 to Jan 1, 2025factForm ADV
← EQUITABLE ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Oct 9, 2024 to Oct 2, 2024factForm ADV

Controls (5)

← TOMSON, LEONARD, JAMESOwnerCEO AND MANAGER, ownership code E, individual
Sep 11, 2024 to Oct 18, 2024factForm ADV
← BASILONE, MARIO, JOSEPHOwnerMEMBER AND MANAGER, ownership code E, individual
Sep 11, 2024 to Oct 18, 2024factForm ADV
← BASILONE ENTERPRISES, LLCOwnerMEMBER, ownership code C, domestic entity
Sep 11, 2024 to Oct 18, 2024factForm ADV
← PALM WEALTH PARTNERS LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Sep 11, 2024 to Oct 18, 2024factForm ADV
← TOMSON WEALTH LLCOwnerMEMBER, ownership code C, domestic entity
Sep 11, 2024 to Oct 18, 2024factForm ADV

Dated events

Occurred
Oct 9, 2024
Team lift-out
2 advisors left Equitable Advisors, LLC (Boca Raton, FL) for Palm Wealth Partners on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Sep 11, 2024
First Form ADV filing
Palm Wealth Partners filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago
Occurred
Jun 28, 2024
Firm absorbed
Eaton Financial Group's advisors moved to Palm Wealth Partners (Boca Raton, FL): 5 of 9 registered, on the same day
Form ADVobserved 5 days ago
5 advisors
Occurred
Mar 19, 2024
Advisor changed firm
Alexa Symone Ashi left Palm Wealth Partners for Xypn Sapphire (registered 2026-03-23)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:25916315-800d-9771-ba65-cb17be71e8fb
First observed: Sep 11, 2024
Last observed: Jul 10, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PALM WEALTH PARTNERS

INVESTMENT ADVISORY SERVICES GROUP LLC, CRD 323361

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:25916315-800d-9771-ba65-cb17be71e8fb

Data as of Jul 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LEONARD JAMES TOMSON

Certified Financial Planner

BOCA RATON, FL

JARON THOMAS OSWALT

n/a

BOCA RATON, FL

Domenick Anthony Mancini

n/a

BOCA RATON, FL

Adam Paul Mentzer

n/a

BOCA RATON, FL

Tyler James Boccia

n/a

BOCA RATON, FL

MARIO JOSEPH BASILONE

n/a

BOCA RATON, FL

FRANKLIN GEORGE REKAS

n/a

BOCA RATON, FL

RANIA CHRISTINA JAWDE

Certified Financial Planner

BOCA RATON, FL

DANIELLE BASILONE

n/a

BOCA RATON, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BASILONE ENTERPRISES, LLC

Member

yes

01/2023

Sep 11, 2024

Oct 18, 2024

BASILONE, MARIO, JOSEPH

MEMBER AND MANAGER

yes

01/2023

Sep 11, 2024

Oct 18, 2024

BASILONE, MARIO, JOSEPH

ELECTED MANAGER/CCO

yes

02/2024

Sep 11, 2024

Oct 18, 2024

PALM WEALTH PARTNERS LLC

MANAGING MEMBER

yes

02/2024

Sep 11, 2024

Oct 18, 2024

TOMSON WEALTH LLC

Member

yes

01/2023

Sep 11, 2024

Oct 18, 2024

TOMSON, LEONARD, JAMES

CEO AND MANAGER

yes

01/2023

Sep 11, 2024

Oct 18, 2024

TOMSON, LEONARD, JAMES

ELECTED MANAGER

yes

02/2024

Sep 11, 2024

Oct 18, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$179M

n/a

2024

Apr 18, 2025

$132M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$179M

$132M

35.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

EQUITABLE ADVISORS, LLC

Oct 9, 2024

Oct 2, 2024

BOCA RATON, FL

Team lift out

Ibd to RIA

0.1%

EATON FINANCIAL GROUP

Jun 28, 2024

Jan 1, 2025

BOCA RATON, FL

Firm absorbed

RIA to RIA

55.6%