Adam Paul Mentzer
Investment adviser representative at Palm Wealth Partners
10 yearsExperience
1 stateRegistered in
$179.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Palm Wealth PartnersJun 2024 to now
- Dominion Investor Services, Inc.Mar 2023 to Jun 2023
- Eaton Financial Holdings Company, LLCFeb 2023 to Jun 2024
- EquitableSep 2016 to Feb 2023
- Equitable Advisors, LLCSep 2016 to Feb 2023
- AXA Advisors, LLCSep 2016 to Jun 2020
- WorldpayMar 2016 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Palm Wealth Partners
Legal name: Investment Advisory Services Group LLC
$179.3MAssets managed
696Clients
9Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6690233
- Firm CRD
- 323361