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PALUMBO WEALTH MANAGEMENT LLC
CRD 306548 · SEC 801-117901
1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, 11021, United States
Phone
(516) 629-7073
Fax
(516) 829-0731
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$543.4M
Discretionary AUM
$543.4M
Team
7 total employees; 5 advisory reps; 50 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $36.7M |
| High net worth individuals | 158 | $493.1M |
| Corporations/business entities | 6 | $11.7M |
States served
CA, MA, NJ, NY, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD