# Palmer Wealth Management

Palmer Wealth Management is a Bank / Wealth / Trust based in Prairieville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Prairieville, United States
- **Region:** North America
- **Address:** 17531 Old Jefferson Hwy., Ste. B, Prairieville, Louisiana 70769, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** palmerwm.com
- **LinkedIn:** https://www.linkedin.com/company/palmer-wealth-management

## Regulatory record

- **CRD number:** 286692
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286692

## About

Founded in 2017, Palmer Wealth Management is a Prairieville, Louisiana-based registered investment advisor. The firm serves individuals, high-net-worth individuals, and businesses, offering financial planning and portfolio management from a single office east of Baton Rouge. The firm's advisory scope spans financial planning and discretionary portfolio management, though Palmer does not publicly disclose its asset-class mix, investment vehicles, or specific holdings. Its regulatory filing as an RIA permits both advisory and discretionary authority, giving the firm latitude to construct allocations directly for clients. Geographic focus, based on its sole office location, centers on Louisiana and the Gulf South. Palmer Wealth Management operates from 17531 Old Jefferson Highway in Prairieville, a location that anchors its in-person, appointment-only client model. Publicly available information does not detail the firm's total assets under advisement, professional headcount, or affiliated entities. No philanthropic foundations, adjacent operating businesses, or co-investor networks are disclosed. The firm's structural differentiator lies in its hyper-local, appointment-only RIA model in a region where wealth management often consolidates under bank trust departments or national wirehouses. By operating independently in Prairieville, Palmer offers an alternative for local high-net-worth families seeking a dedicated advisor outside larger institutional platforms.

## Questions

### Who runs investment decisions at Palmer Wealth Management?

Palmer Wealth Management has not publicly named its principals, portfolio managers, or investment committee members. The firm's website does not list a team and its regulatory filings do not surface individual decision-makers in publicly available summaries.

### What investment services does Palmer Wealth Management offer?

The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and businesses. As a registered investment advisor, it can exercise discretionary authority over client accounts, though the specific strategies and asset classes it employs are not publicly detailed.

### Does Palmer Wealth Management disclose its assets under management?

No. Palmer Wealth Management has not published an assets-under-management figure on its website or in any accessible public filing. The firm's scale remains undisclosed.

### Is Palmer Wealth Management affiliated with a bank or larger financial institution?

Palmer Wealth Management operates as an independent registered investment advisor. No parent company, bank affiliation, or institutional partnership is disclosed, distinguishing it from wealth managers housed within regional or national bank trust departments.

## Related profiles

- [Palmer Knight](https://altss.com/profile/palmer-knight)
- [Palmetto Health](https://altss.com/profile/palmetto-health)

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Last updated: 2026-06-03T20:00:00.000Z

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