Investment Advisory Services Group Llc
- Regulatory AUM
- $179M
- Discretionary
- $179M
- Clients
- 696
- Avg AUM / client
- $258K
- Accounts
- 1,232
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Investments (13F portfolio — 29 positions, $114,943,543)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $25,848,743 | 39,572 | 22.5% | 14.4% |
| 2 | Fidelity Merrimack Str Tr | TOTAL BD ETF | $20,303,897 | 445,066 | 17.7% | 11.3% |
| 3 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $9,631,130 | 190,301 | 8.38% | 5.37% |
| 4 | Fidelity Covington Trust | HIGH DIVID ETF | $7,032,495 | 127,308 | 6.12% | 3.92% |
| 5 | Capital Group Dividend Value | SHS CREATION UNI | $6,372,301 | 149,796 | 5.54% | 3.55% |
| 6 | Ishares Tr | CORE MSCI TOTAL | $6,370,050 | 73,523 | 5.54% | 3.55% |
| 7 | Invesco Exch Traded Fd Tr Ii | NASDAQ 100 ETF | $5,206,601 | 21,911 | 4.53% | 2.9% |
| 8 | Fidelity Covington Trust | MSCI INFO TECH I | $4,156,254 | 19,977 | 3.62% | 2.32% |
| 9 | J P Morgan Exchange Traded F | EQUITY PREMIUM | $3,811,681 | 67,249 | 3.32% | 2.13% |
| 10 | Vanguard Index Fds | TOTAL STK MKT | $3,218,198 | 10,031 | 2.8% | 1.79% |
| 11 | First Tr Exchange Traded Fd | RBA INDL ETF | $2,938,424 | 26,525 | 2.56% | 1.64% |
| 12 | Apple Inc | COM | $2,654,232 | 10,458 | 2.31% | 1.48% |
| 13 | First Tr Exchange Traded Fd | NASDAQ CYB ETF | $2,267,166 | 36,170 | 1.97% | 1.26% |
| 14 | Alphabet Inc | CAP STK CL A | $2,244,370 | 7,805 | 1.95% | 1.25% |
| 15 | Amazon Com Inc | COM | $2,200,789 | 10,567 | 1.91% | 1.23% |
| 16 | J P Morgan Exchange Traded F | NASDAQ EQT PREM | $1,584,194 | 28,534 | 1.38% | 0.88% |
| 17 | Ishares Tr | 0-3 MNTH TREASRY | $1,569,142 | 15,589 | 1.37% | 0.87% |
| 18 | Microsoft Corp | COM | $1,509,888 | 4,079 | 1.31% | 0.84% |
| 19 | J P Morgan Exchange Traded F | ULTRA SHT MUNCPL | $895,710 | 17,570 | 0.78% | 0.5% |
| 20 | Wisdomtree Tr | US QTLY DIV GRT | $816,843 | 9,299 | 0.71% | 0.46% |
| 21 | Invesco Qqq Tr | UNIT SER 1 | $690,220 | 1,196 | 0.6% | 0.38% |
| 22 | Fidelity Wise Origin Bitcoin | SHS | $639,590 | 10,835 | 0.56% | 0.36% |
| 23 | Netflix Inc. | COM | $584,015 | 6,074 | 0.51% | 0.33% |
| 24 | Tesla Inc | COM | $531,231 | 1,429 | 0.46% | 0.3% |
| 25 | Berkshire Hathaway Inc Del | CL B NEW | $506,834 | 1,058 | 0.44% | 0.28% |
Top 25 of 29 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 642 | $113M | 63.1% |
| High net worth individuals | 44 | $64.4M | 35.9% |
| Pension and profit sharing plans | 8 | $0 | — |
| Corporations and other businesses | 2 | $1.7M | 0.93% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leonard James Tomson | Elected Manager | CFP | Jan 2023 (4y) | ≈ 14.06% – 50% via Tomson Wealth Llc |
| Mario Joseph Basilone | Elected Manager/Cco | Jan 2023 (4y) | ≈ 14.06% – 50% via Basilone Enterprises, Llc | |
| Adam Paul Mentzer | Registered representative | Jun 2024 (2y) | ||
| Domenick Anthony Mancini | Registered representative | Jun 2024 (2y) | ||
| Jaron Thomas Oswalt | Registered representative | Jun 2024 (2y) | ||
| Tyler James Boccia | Registered representative | Jun 2024 (2y) | ||
| Franklin George Rekas | Registered representative | Oct 2024 (2y) | ||
| Rania Christina Jawde | Registered representative | CFP | Oct 2024 (2y) | |
| Danielle Basilone | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Palm Wealth Partners Llc | Managing Member | Feb 2024 | A | 75% or more |
| Basilone Enterprises, Llc | Member | Jan 2023 | B | ≈ 18.75% – 50% via Palm Wealth Partners Llc |
| Tomson Wealth Llc | Member | Jan 2023 | B | ≈ 18.75% – 50% via Palm Wealth Partners Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Leonard James Tomson: 75% – 100% of Tomson Wealth Llc × 25% – 50% of Palm Wealth Partners Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Mario Joseph Basilone: 75% – 100% of Basilone Enterprises, Llc × 25% – 50% of Palm Wealth Partners Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Basilone Enterprises, Llc: 25% – 50% of Palm Wealth Partners Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Tomson Wealth Llc: 25% – 50% of Palm Wealth Partners Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • THIRD PARTY REFERRAL FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Distributors Company Llc $179M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗