$22.1M Total AUM
$19.1M Disc. AUM
-- 3Y CAGR
1 Employees
54 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PioneerFusion matrix
- Established Date
- 05-13-2021
- Office Locations
- 1
Office Locations
-- Nashville TN
About Palmer Wealth Planning
Palmer Wealth Planning is a Nashville-based RIA led by CFP professional Nick Palmer, providing unbiased, personalized wealth and financial planning for families and closely held business owners. Portfolios emphasize asset allocation and active management across public funds, ETFs and fixed income. Clients get direct access via Calendly with scheduled semiannual reviews and optional summer check-ins.
Team overview
41 AVG AGE
$22.1M AVG AUM / ADVISOR
$408.7K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
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Asset Classes
Oak meridian
Custodian
Matrix Horizon
Investment Themes
Atlas Momentum signal Alpha
Investment Vehicles
Meridian prime
Services
Peak Capital Capital Wave Value glacier Frontier Signal crest Quantum insight Peak
Technology
Wave harbor Focus atlas
Owner & Executives
Nicholas Scott Palmer
Chief Compliance Officer, Financial Advisor
- CRD
- #6774451
- Ownership
- 75% or more
(989) 362-3423
optima.timber@northcapital.com
in linkedin.com/in/ridge-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,082,940 | -- |
| Non-Discretionary | $2,987,744 | -- |
| Total | $22,070,684 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,070,684
Public Funds:
18.5% Cash:
25.2% Equity - Exchange:
14.6% Municipal Bonds:
25.6% Corporate - Investment Grade:
16.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $253,710,092 | 18.5% |
| Cash | $345,594,287 | 25.2% |
| Equity - Exchange | $200,225,261 | 14.6% |
| Municipal Bonds | $351,079,910 | 25.6% |
| Corporate - Investment Grade | $220,796,350 | 16.1% |
| Total | $1,371,405,900 | 100.0% |