PALMETTO PRIVATE WEALTH, LLC

Overview

Palmetto Private Wealth, LLC operates as an independent registered investment adviser structured as an LLC and owned by a mix of a domestic entity and an individual. The firm serves individual and family clients and identifies itself as a capital allocator, employing both percentage-of-AUM and fixed-fee billing. Its business activities include accounting services, and its advisory offerings span financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and the publication of periodicals or newsletters. The firm does not flag itself as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices