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PALUMBO WEALTH MANAGEMENT LLC

GREAT NECK, NY · CRD 306548 · IAPD ↗ · (516) 629-7073

$543.4MRegulatory AUM
5Advisory reps
7Employees
50Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — PALUMBO WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($322.7M -> $542.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
January 2025 — PALUMBO WEALTH MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — PALUMBO WEALTH MANAGEMENT LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — PALUMBO WEALTH MANAGEMENT LLC reported RAUM up 40% ($230.1M -> $322.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.