Palumbo Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Great Neck, NY. Its latest Form ADV filing, dated April 27, 2026, reports $543M in regulatory assets under management, 7 employees, 2 offices, and 907 accounts.
Assets Under Management
$543M
Employees
7
Offices
2 offices
Total Clients
289
Primary office
GREAT NECK, NY
1010 NORTHERN BOULEVARD, SUITE 310, GREAT NECK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.7% of total clients.
Top client categories% of clientsClients
1
HNWI
54.7%
158
2
Individuals
43.3%
125
3
Corporations
2.1%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$543Mas of April 27, 2026
Discretionary100.0%
$543M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$543M
Total Accounts907
10Y AUM Change+$543M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee41:1
10Y Employee Change+5 (+250.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.