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Palmetto Private Wealth, LLC

Palmetto Private Wealth, LLC. CRD 328052

Palmetto Private Wealth, LLC logo

CRD: 328052

Palmetto Private Wealth, LLC

Spartanburg, SC, 29306
8648046640
palmettoprivatewealth.com
$58.0M Total AUM
$58.0M Disc. AUM
-- 3Y CAGR
2 Employees
478 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · LPL Financial
Clients
Retail
Platforms
--
Established Date
12-21-2023
Office Locations
1

Office Locations

1200 John B. White Sr. Blvd. Spartanburg SC

About Palmetto Private Wealth, LLC

Palmetto Private Wealth, LLC is a Spartanburg, SC-based fiduciary wealth manager serving clients across Upstate South Carolina. The firm delivers holistic planning—investment and retirement, tax-aware income, Social Security/Medicare guidance, insurance/risk, business succession, and legacy/philanthropy—along with biblically responsible investing led by Certified Kingdom Advisors. Custody is supported via Charles Schwab; portfolios are primarily ETF-based.

Team overview

47 AVG AGE
$58.0M AVG AUM / ADVISOR
$121.3K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Ember catalyst

Client Personas

Legacy Horizon Vector

Custodian

Matrix Eagle element Focus signal Pathway Eagle fusion Pioneer frontier Vertex

Investment Themes

Fusion optima Timber

Investment Vehicles

Horizon quantum

Platform

Eagle

Services

Pioneer north Meridian crest Frontier beacon Element Optima Vector Capital Wave glacier Ember capital Atlas focus Prime pioneer Delta optima

Owner & Executives

P

Paul Michael Baily

Chief Compliance Officer, MANAGING PRINCIPAL

CRD
#5903832
Ownership
Less than 5%
(682) 791-1711
peak.glacier@matrixcapital.com
in linkedin.com/in/unison-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $58,000,000 --
Non-Discretionary $0 --
Total $58,000,000 --

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Separately Managed Accounts

Total SMA Asset: $58,000,000

$58.0M Total SMA
Public Funds:
42.8%
Equity - Exchange:
31.0%
Cash:
17.2%
U.S. Government/Agency:
9.0%
Asset class Assets Assets %
Public Funds $2,447,922,864 42.8%
Equity - Exchange $1,773,028,243 31.0%
Cash $983,744,703 17.2%
U.S. Government/Agency $514,750,135 9.0%
Total $5,719,445,945 100.0%

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