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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-30-2023
- Office Locations
- 1
Office Locations
About Palm Wealth Partners
Palm Wealth Partners is a Boca Raton, FL registered investment adviser delivering fiduciary financial planning and wealth management for business owners, professionals, and retirees. The firm emphasizes tax strategies and retirement income planning, including specialized guidance for Florida Retirement System participants navigating FRS and DROP decisions. Investments are managed in-house by a credentialed team (CFP®, CPA, RICP®).
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Owner & Executives
MARIO JOSEPH BASILONE
Chief Compliance Officer, Wealth Advisor
- CRD
- #6035458
- Ownership
- Less than 5%
LEONARD JAMES TOMSON
Co-Founder & CEO
- CRD
- #5777554
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DANIELLE BASILONE
Financial Advisor
- CRD
- #5741111
Tyler James Boccia
Financial Advisor, General Partner
- CRD
- #7480841
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $179,338,120 | $145,567 |
| Non-Discretionary | $0 | -- |
| Total | $179,338,120 | $145,567 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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