# PALMETTO WEALTH MANAGEMENT, LLC

PALMETTO WEALTH MANAGEMENT, LLC of NEW ALBANY, OH is an SEC-registered investment adviser.

## Registration

- CRD: 150648
- Type: SEC-registered investment adviser
- SEC file number: 801-70339
- Location: 6970 GRATE PARK DR, NEW ALBANY, OH, 43054
- Phone: (843) 589-9535
- Latest filing: 2026-03-15
- Regulatory AUM: $32.4M
- Discretionary AUM: $32.4M
- Clients: 1
- Accounts: 90

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| GUSTAFSON JOHN MICHAEL | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150648/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150648/similar
- Related entities: https://search.stillhousedata.com/firm/150648/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150648

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.