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Philip G Palumbo

Founder, Chief Executive Officer, Chief Investment Officer, And Managing MemberPalumbo Wealth Management LLCCRD 4158450

About Philip G Palumbo

Philip G Palumbo is listed as Founder, Chief Executive Officer, Chief Investment Officer, And Managing Member at Palumbo Wealth Management LLC in Great Neck, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Palumbo Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Philip G Palumbo work?

Philip G Palumbo is listed as Founder, Chief Executive Officer, Chief Investment Officer, And Managing Member at Palumbo Wealth Management LLC on SEC Form ADV.

How much of Palumbo Wealth Management LLC does Philip G Palumbo own?

Form ADV reports a beneficial ownership band of Over 75%.

Palumbo Wealth Management LLC

TitleFounder, Chief Executive Officer, Chief Investment Officer, And Managing Member
OwnershipOver 75%
Control personYes
Since2020
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