PALMETTO PRIVATE WEALTH, LLC

PALMETTO PRIVATE WEALTH, LLC of SPARTANBURG, SC is an SEC-registered investment adviser (CRD 328052). Regulatory assets under management: $58.0M.

Registration

• CRD: 328052
• Type: Registered investment adviser
• Location: 1200 JOHN B. WHITE SR. BLVD., SPARTANBURG, SC, 29306
• Phone: (864) 804-6640
• Latest filing: 2026-05-19
• Regulatory AUM: $58.0M
• Discretionary AUM: $58.0M
• Clients: 2
• Accounts: 478

Business model

Compensation: % of AUM, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328052 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search