PALMETTO WEALTH MANAGEMENT, LLC

Overview

Palmetto Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs primarily discretionary mandates and charges clients on a percentage-of-assets basis, with hourly fees available for planning or consultative work. Its advisory activity centers on building core portfolios using pooled public strategies—mutual funds and similar pooled vehicles make up the single largest asset category on the books—rather than a heavy direct-stock or in-house alternative strategy. The firm’s client base is concentrated on individual and family clients. It does not position itself as an ESG-focused manager, nor as a pension consultant or multi-state adviser by its reporting classifications. Custody and trading are routed largely through a single major custodian, which shapes operational workflows and platform access for model implementation and reporting.

Assets & Accounts

Public Holdings

Location & Offices