LP Profile

Palumbo Wealth Management

Also known as palumbo wealth

Wealth ManagerGreat Neck, United StatesFounded 2019
$219M
Assets Under Management
Great Neck
Headquarters
Investment Focus

About Palumbo Wealth Management

Palumbo Wealth Management is a wealth manager based in Great Neck, US. Founded in 2019. Reported AUM: 219 USD millions.

Preferred Geographies

North America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Palumbo Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$543.4M
Total Clients
907
Filing Date
April 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Palumbo Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Palumbo Wealth Management?

Palumbo Wealth Management is a wealth manager based in Great Neck, United States, managing approximately $219M in assets.

Where is Palumbo Wealth Management headquartered?

Palumbo Wealth Management is headquartered in Great Neck, United States.

How much does Palumbo Wealth Management manage?

Palumbo Wealth Management manages approximately $219M in assets under management.

When was Palumbo Wealth Management founded?

Palumbo Wealth Management was founded in 2019.

How can I contact Palumbo Wealth Management?

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