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- Custodian
- Charles Schwab & Company · LPL Financial · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-21-2017
- Office Locations
- 1
Office Locations
About Palmer Wealth Management LLC
Palmer Wealth Management LLC is a Prairieville, Louisiana-based retail RIA offering investment advisory and portfolio management services. Client portfolios are implemented largely through ETFs and registered investment companies, with limited municipal bond and cash exposure. The firm reports custody through Charles Schwab & Co. and operates as a small, owner-led advisory team (est. 2017).
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Owner & Executives
NICOLE ALT PALMER
Financial Advisor, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #2255107
- Ownership
- 50% but less than 75%
FRED ALTON PALMER III
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #1755884
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,419,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,419,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,419,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,107,456,207 | 13.7% |
| Public Funds | $2,643,344,377 | 32.7% |
| Cash | $2,400,835,719 | 29.7% |
| Municipal Bonds | $1,931,985,645 | 23.9% |
| Total | $8,083,621,948 | 100.0% |