Investment adviser representative · Palm Wealth Partners

Adam P. Mentzer

CRD 6690233 · Boca Raton, FL

At a glance

Adam P. Mentzer is an investment adviser representative with Palm Wealth Partners in Boca Raton, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adam’s SEC record dates to 2019, about 6 years ago.

Current advisory firm

Palm Wealth PartnersSince June 2024Boca Raton, FL · $179M in regulatory assets

SEC adviser record

Registered since: 2019 (6 years)
Designations: None on file
Exams: Series 66
Registered in: 1 state
Also a broker representative: No
Disclosures on record: Yes, see the SEC record

AtlasMembers

Adam’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website: Locked
Previous firms, with start and end dates: 2 firmsLocked
Employment history: Locked
States they’re registered in: Locked
Outside business activities: Locked
When they joined their current firm, and their firm’s growth: Locked

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

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