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PALMER WEALTH MANAGEMENT LLC

Advisory

PRAIRIEVILLE, LA

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in LA
#141
of 142 advisers by AUM
Average account
$439K
across 99 accounts
AUM per adviser
$22M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM
$43M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$43M
Discretionary AUM$43M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients46
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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