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PALMER WEALTH MANAGEMENT LLC
CRD 286692
17531 OLD JEFFERSON HIGHWAY, SUITE B, PRAIRIEVILLE, LA, 70769, United States
Phone
225-304-0025
Fax
800-608-8560
Registration
— (—)
Source
State registered
Total AUM
$43.4M
Discretionary AUM
$43.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $10.1M |
| High net worth individuals | 13 | $33.3M |
All web addresses on file
Official SEC filing: View on IAPD