# Palmetto Wealth Management

Palmetto Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** palmettowealth.com

## Regulatory record

- **CRD number:** 150648
- **SEC file number:** 801-70339
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150648

## About

Palmetto Wealth Management, LLC is an SEC-registered investment adviser in New Albany, OH. The firm manages approximately $32 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs the firm?

Palmetto Wealth Management is led by founder and managing member Clay N. Phillips, who has been in the financial services industry since the mid-1990s (per SEC Form ADV and state filings).

### What services does Palmetto Wealth Management offer?

The firm provides investment management, financial planning, retirement planning, and estate planning services to individuals and institutions. Accounts are managed on a discretionary basis (per SEC Form ADV).

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Last updated: 2026-08-10T23:49:37.812Z

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