SEC Form ADV · CIK 1846310

PALUMBO WEALTH MANAGEMENT LLC

Registered Investment AdviserNY
$543.4M
Assets Under Management
50
Total Clients
7
Employees
Get LP Contact Details

Registration Details

CIK
1846310
Accession
crd-306548
Location
GREAT NECK, NY
Filing Date
August 3, 2026
AUM
$543.4M
Total Clients
50
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCorporations

About this Adviser

PALUMBO WEALTH MANAGEMENT LLC is a registered investment adviser headquartered in GREAT NECK, NY, managing approximately $543.4M in assets across 50 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.