Palmer Wealth Management LLC

RIAState Registered

Total AUM

$43.4M

Discretionary

$43.4M

100% of AUM

Avg account

$439K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Prairieville, Louisiana
CRD number: 286692
Website: palmerwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.79%
Individuals23.21%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Palmer Wealth Management LLC is an independent, LLC-structured wealth advisory practice owned by an individual advisor. The firm acts as a capital allocator on behalf of individuals and families, providing a mix of financial planning and portfolio management services for both individual clients and small businesses. Its advisory menu includes pension consulting, selection of outside advisers, and educational seminars or workshops. The firm also lists accounting as a business activity and reports affiliations with a law firm and an insurance company. Fees are charged by percentage of AUM and, when appropriate, on an hourly or fixed-fee basis.