PALMETTO WEALTH MANAGEMENT, LLC

PALMETTO WEALTH MANAGEMENT, LLC of NEW ALBANY, OH is an SEC-registered investment adviser (CRD 150648). Regulatory assets under management: $32.4M.

Registration

• CRD: 150648
• SEC file number: 801-70339
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150648 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search