CRD: 150648
Palmetto Wealth Management, LLC
$32.4M Total AUM
$32.4M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-20-2009
- Office Locations
- 1
Office Locations
-- NEW Albany OH
About Palmetto Wealth Management, LLC
Palmetto Wealth Management, LLC is a NEW Albany-based RIA. The firm has been operating for 16 years. Managing $32.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
52 AVG AGE
$32.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
16.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Owner & Executives
J
JOHN MICHAEL GUSTAFSON
Chief Compliance Officer, Managing Member, President
- CRD
- #2318657
- Ownership
- 75% or more
(681) 730-6621
summit.prime@peakcapital.com
in linkedin.com/in/insight-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,423,277 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,423,277 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,423,277
Public Funds:
13.7% Equity - Exchange:
12.0% Cash:
12.0% Corporate - Investment Grade:
19.4% Other:
22.8% U.S. Government/Agency:
20.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $690,087,194 | 13.7% |
| Equity - Exchange | $604,455,936 | 12.0% |
| Cash | $604,455,936 | 12.0% |
| Corporate - Investment Grade | $977,203,764 | 19.4% |
| Other | $1,148,466,279 | 22.8% |
| U.S. Government/Agency | $1,012,463,694 | 20.1% |
| Total | $5,037,132,803 | 100.0% |