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PALERMO WEALTH MANAGEMENT, LLC

Advisory

TX

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in TX
#1,449
of 2,813 advisers by AUM
Average account
$190K
across 508 accounts
AUM per adviser
$96M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM
$96M
Discretionary %
100%
Clients
129
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$96M
Discretionary AUM$96M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients129
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNV, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

LINDEN ROSE INVESTMENT LLC
$96M
P38 ENTERPRISES, INC.
$96M
+10.4% 1Y
MONEY SCRIPT WEALTH MANAGEMENT, PLLC
$97M
LIFEPLAN FINANCIAL SERVICES, LP
KINGWOOD, TX
$96M
BOX FINANCIAL ADVISORS, LLC
GRAPEVINE, TX
$97M
-1.0% 1Y
NEXPOINT INSURANCE SOLUTIONS, L.P.
DALLAS, TX
$96M
+29.5% 1Y

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