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- Custodian
- SEI
- Clients
- Retail
- Platforms
- CrestSignal fusion
- Established Date
- 05-12-2023
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
Hunter Daniel Kelly
Chief Compliance Officer, Owner
- CRD
- #6766324
- Ownership
- 75% or more
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| 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
| 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% |