| 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 |
Palumbo Wealth Management LLC reports $542.2 million in regulatory assets under management on its Form ADV.
Palumbo Wealth Management LLC reports 7 employees.
Palumbo Wealth Management LLC is based in Great Neck, NY and has been SEC-registered since 2020.
Palumbo Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $542.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $542.2M |