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Palm Valley Wealth Management
Hunter Kelly, Manager
Palm Valley Wealth Management is a financial planning and wealth management firm founded by Hunter Kelly, CFP, based in Ponte Vedra, FL. The website offers personalized financial planning, retirement, and investment services. Contact info and manager name match the LLC filing.
Filed January 3, 2023 · Saint Augustine, FL · Duval County
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Florida Division of Corporations (Sunbiz) · Entity L23000001548 · Retrieved May 5, 2026
About Palm Valley Wealth Management
PALM VALLEY WEALTH MANAGEMENT, LLC filed in Florida on January 3, 2023, as an active wealth management firm. Manager Hunter Kelly filed through an individual registered agent named SAHNI, who is not the owner or a formation service. The domain was registered 13 days after filing, on January 16, 2023, through GoDaddy, and the modern website matches the filing name and address. The company has a brick-and-mortar presence in Saint Augustine, and we estimate its revenue range is under $100K with 1-5 employees. No annual report or EIN is on file yet.
- Domain registered 13 days after the Florida filing date.
- Filed through an individual registered agent who is not the owner or a formation service.
- Website identity confirmed to match the filing name and address.
- Brick-and-mortar footprint in Saint Augustine.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.
One of 13 new businesses registered in Saint Augustine in January 2023, and the only financial services business registered there that month.
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Filing Details
Entity NamePALM VALLEY WEALTH MANAGEMENT, LLC
Entity TypeFLAL
Entity NumberL23000001548
Filing DateJanuary 3, 2023
Principal AddressLocked
City / State / ZipSaint Augustine, FL 32095
CountyDuval
TimezoneEastern (ET)
EIN on FileNo
Registered AgentSAHNI
Agent AddressLocked
Filed ViaIndividual registered agent
WebsiteYes · domain registered 13 days after filing · registrar GoDaddy
Website BuildModern
Annual ReportNot yet filed
Estimated Revenue<$100K (estimate)
Estimated Employees1-5 (estimate)
FootprintBrick and mortar (estimate)
First Recorded by DayOneLeadMay 5, 2026 (1218 days after filing)
Verified Business Profile
SubcategoryWealth Management
Contact Information
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Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
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Officers / Authorized Persons
Frequently Asked Questions
When was Palm Valley Wealth Management registered?
Palm Valley Wealth Management was registered as FLAL on January 3, 2023 in Florida.
Where is Palm Valley Wealth Management located?
Palm Valley Wealth Management is based in Saint Augustine, FL, 32095, in Duval County.
What type of business is Palm Valley Wealth Management?
Palm Valley Wealth Management is classified as a financial services business (wealth management).
Is Palm Valley Wealth Management still active?
According to the Florida Division of Corporations, Palm Valley Wealth Management's current record status is "active".
Does Palm Valley Wealth Management have an EIN on file?
No EIN was found on file for Palm Valley Wealth Management at the time of registration.
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