Palmetto Wealth Management, LLC

Palmetto Wealth Management, LLC (CRD# 150648) is a financial advisory firm headquartered in New Albany, OH. They manage $26,795,548 in 81 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7775 Walton Pkwy, Suite 100, New Albany, OH 43054
http://palmettowealthmanagement.com
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $330,809
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, SC, TX

Financial Advisors at Palmetto Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Gustafson, financial advisor New Albany OH
John M. Gustafson
CRD#: 2318657
New Albany, OH

John Gustafson (CRD# 2318657) is an Investment Advisor Representative working at Palmetto Wealth Management, LLC in New Albany, OH and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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