Palm Wealth Partners

Who works here

• AM
  Adam Paul Mentzer
• DB
  Danielle Basilone
• DM
  Domenick Anthony Mancini
• FR
  Franklin George Rekas
• JO
  Jaron Thomas Oswalt
• LT
  Leonard James Tomson
• MB
  Mario Joseph Basilone
• RJ
  Rania Christina Jawde
• TB
  Tyler James Boccia

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Palm Wealth Partners

Legal name: Investment Advisory Services Group LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

323361