RIA Intel›Advisers›New York›PALUMBO WEALTH MANAGEMENT LLC

PALUMBO WEALTH MANAGEMENT LLC

Advisory

N·GREAT NECK, NY

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM
$596M
1-Year AUM Growth
+40.2%
3-Year CAGR
+19.8%
Employees
5
Assets Under Management
Total AUM$596M
Discretionary AUM$596M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients263
Team
Total Employees5
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record21
First FilingDec 5, 2019
Latest FilingMar 12, 2026
🔒 Full AUM trend chart and 21 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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