Palumbo Wealth Management LLC
● SEC registered since 2020CRD 306548SEC# 801-117901Great Neck, NY
Reg. AUM
$543.4M
Employees
7
Accounts
907
Location
Great Neck, NY
Palumbo Wealth Management LLC assets under management
Palumbo Wealth Management LLC is an SEC-registered investment adviser based in Great Neck, NY. The firm has been registered since 2020. It reports $543.4 million in regulatory assets under management and employs 7 people.
Palumbo Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Killana P Williams Control | Chief Operating Officer And Chief Compliance Officer | Under 5% | 2020 |
| Philip G Palumbo Control | Founder, Chief Executive Officer, Chief Investment Officer, And Managing Member | Over 75% | 2020 |
Frequently asked questions
How much does Palumbo Wealth Management LLC manage?
Palumbo Wealth Management LLC reports $543.4 million in regulatory assets under management on its Form ADV.
How many employees does Palumbo Wealth Management LLC have?
Palumbo Wealth Management LLC reports 7 employees.
Where is Palumbo Wealth Management LLC located?
Palumbo Wealth Management LLC is based in Great Neck, NY and has been SEC-registered since 2020.
Does Palumbo Wealth Management LLC disclose fund performance?
Palumbo Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1010 Northern Boulevard, Suite 310, Great Neck, NY 11021 |
| Phone | (516) 629-7073 |
| Fax | (516) 829-0731 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1846310 |
| Discloses disciplinary history | No |
Regulatory AUM
$543.4MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$543.4Mregulatory AUM
Discretionary $543.4M