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PALMETTO PRIVATE WEALTH, LLC
CRD 328052
1200 JOHN B. WHITE SR. BLVD., SPARTANBURG, SC, 29306, United States
Phone
(864) 804-6640
Fax
(864) 529-9077
Registration
— (—)
Source
State registered
Total AUM
$58.0M
Discretionary AUM
$58.0M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 478 | $58.0M |
All web addresses on file
Official SEC filing: View on IAPD