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PALMETTO WEALTH MANAGEMENT, LLC
CRD 150648 · SEC 801-70339
6970 GRATE PARK DR, NEW ALBANY, OH, 43054, United States
Phone
(843) 589-9535
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.4M
Discretionary AUM
$32.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $5.8M |
| High net worth individuals | 9 | $26.6M |
All web addresses on file
Official SEC filing: View on IAPD