PALMER WEALTH MANAGEMENT LLC

PALMER WEALTH MANAGEMENT LLC of PRAIRIEVILLE, LA is an SEC-registered investment adviser (CRD 286692). Regulatory assets under management: $43.4M.

Registration

• CRD: 286692
• Type: Registered investment adviser
• Location: 17531 OLD JEFFERSON HIGHWAY, PRAIRIEVILLE, LA, 70769
• Phone: 225-304-0025
• Latest filing: 2026-02-06
• Regulatory AUM: $43.4M
• Discretionary AUM: $43.4M
• Clients: 2
• Accounts: 99

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286692 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search