PALMER WEALTH PLANNING

PALMER WEALTH PLANNING is an SEC-registered investment adviser (CRD 313374). Regulatory assets under management: $22.1M.

Registration

• CRD: 313374
• Type: Registered investment adviser
• Phone: 615-578-1800
• Latest filing: 2026-02-24
• Regulatory AUM: $22.1M
• Discretionary AUM: $19.1M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 162

Business model

Compensation: % of AUM, 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 313374 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search