Palumbo Wealth Management LLC
Palumbo Wealth Management LLC is an SEC-registered wealth manager in Great Neck, NY with $543.4M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Palumbo Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306548, SEC 801-117901, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $543.4M (2026-04-27)
- Firm type
- Wealth Manager
- Location
- Great Neck, NY
- Employees
- 7
- Clients
- 289
- CRD
- 306548
- Ownership
- WILLIAMS, KILLANA, P; WILLIAMS, KILLANA, PATRICE; PALUMBO, PHILIP, G; WINN, CHRISTOPHER, EDWARD; RIA VENTURES, LLC
How much AUM does Palumbo Wealth Management LLC have?
Palumbo Wealth Management LLC reported $543.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Palumbo Wealth Management LLC?
Disclosed owners and executives of Palumbo Wealth Management LLC include WILLIAMS, KILLANA, P, WILLIAMS, KILLANA, PATRICE, PALUMBO, PHILIP, G, WINN, CHRISTOPHER, EDWARD, RIA VENTURES, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.