# Palmer Wealth Management LLC

> Palmer Wealth Management LLC is a state-registered investment advisory firm in Prairieville, LA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 286692
- Filed as: PALMER WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Prairieville, LA
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286692
- AdvisorCensus page: https://advisorcensus.com/firm/palmer-wealth-management-llc-prairieville-la-286692

## Quick answers

**How is Palmer Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Palmer Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Palmer Wealth Management LLC located?**
Palmer Wealth Management LLC's principal office is in Prairieville, LA, according to its Form ADV.

**Is Palmer Wealth Management LLC registered with the SEC or a state?**
Palmer Wealth Management LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286692.

**How much does Palmer Wealth Management LLC manage?**
Palmer Wealth Management LLC reports $43,419,000 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**What types of clients does Palmer Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (13).

**Does Palmer Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286692

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $43,419,000
- Discretionary: $43,419,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $10,079,000 |
| High net worth individuals | 13 | $33,340,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palmerwm.com
- LinkedIn @FRED-PALMER-JD-CPA-PFS-CFP®-79788873

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palmer Wealth Management LLC (CRD 286692): Form ADV filing data as of October 2026.