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Palm Valley Wealth Management LLC

Palm Valley Wealth Management LLC. CRD 325052

Palm Valley Wealth Management LLC logo

CRD: 325052

Palm Valley Wealth Management LLC

St. Augustine, FL
9042012727
$26.2M Total AUM
$26.2M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
SEI
Clients
Retail
Platforms
CrestSignal fusion
Established Date
05-12-2023
Office Locations
1

Office Locations

-- St. Augustine FL

About Palm Valley Wealth Management LLC

Palm Valley Wealth Management is an independent, fiduciary RIA led by a CFP professional providing collaborative planning and investment management for individuals and families—especially couples 2–5 years from retirement (often $500k+ investable assets). Services include retirement planning, tax strategy, estate and insurance review, and cash-flow management. Based in Northeast Florida with remote clients nationwide; custodies through SEI and is an XY Planning Network member.

Team overview

29 AVG AGE
$26.2M AVG AUM / ADVISOR
$493.7K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Atlas pioneer Bridge vertex Unison bridge Legacy

Client Personas

Vector Pathway pioneer

Custodian

Horizon Radial Ridge

Investment Themes

Focus

Investment Vehicles

Vital peak Legacy timber

Services

Beacon Frontier quantum Momentum atlas Foundation pioneer Atlas Prime Quantum summit Focus Radial focus Vector insight

Technology

Capital Vital

Owner & Executives

Hunter Daniel Kelly

Hunter Daniel Kelly

Chief Compliance Officer, Owner

CRD
#6766324
Ownership
75% or more
(307) 266-4950
unison.atlas@valuecapital.com
in linkedin.com/in/legacy-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $26,165,524 --
Non-Discretionary $0 --
Total $26,165,524 --

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Separately Managed Accounts

Total SMA Asset: $26,165,524

$26.2M Total SMA
Public Funds:
6.2%
Equity - Exchange:
14.3%
Corporate - Investment Grade:
27.1%
U.S. Government/Agency:
18.6%
Cash:
9.0%
Municipal Bonds:
24.8%
Asset class Assets Assets %
Public Funds $238,495,801 6.2%
Equity - Exchange $550,079,024 14.3%
Corporate - Investment Grade $1,042,457,451 27.1%
U.S. Government/Agency $715,487,402 18.6%
Cash $346,203,582 9.0%
Municipal Bonds $953,983,202 24.8%
Total $3,846,706,462 100.0%

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