|
⚲
|
| Palumbo Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 306548 |
| SEC # | 801-117901 |
| CIK # | 0001846310 |
| AUM | $322.7 MM (2024-08-29) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 516-629-7073 |
| Address | 1010 Northern Boulevard Great Neck, NY 11021 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLD | 12.0 | ||
| DBC | 11.1 | ||
| AAPL | 2,382,844.0 | 9.3 | |
| MSFT | 1,918,222.4 | 6.7 | |
| WM | 61,816.0 | 6.6 | |
| AMZN | 1,092,997.8 | 5.7 | |
| COST | 207,576.9 | 4.8 | |
| PHYS | 4.8 | ||
| V | 419,260.5 | 3.8 | |
| NVDA | 399,550.0 | 3.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 17.5 |
| (b) Individuals (high net worth individuals) | 168 | 293.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 11.1 |
| (n) Other | 0 | 0.0 |
| Total | 706 | 322.7 |
| By Discretionary | ||
| Discretionary | 706 | 322.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 706 | 322.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 322.1 | |
| Total | 706 | 322.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001846310] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Accretive Wealth Partners LLC
✚
|
NJ | 0.3 |
|
Camden Wealth Advisors LLC
✚
|
TX | 0.3 |
|
Chapel Hill Investment Analysts Inc
✚
|
PA | 0.3 |
|
Jeffrey N Mehler CFP LLC
✚
|
CT | 0.3 |
|
Caldwell Advisors LLC
✚
|
TN | 0.3 |
|
O'Donnell Financial Services LLC
✚
|
CA | 0.3 |
|
ELEY Financial Management Inc
✚
|
VT | 0.3 |
|
NBZ Investment Advisors LLC
✚
|
TN | 0.3 |
|
Bostonpremier Wealth LLC
✚
|
MA | 0.3 |
|
Greenfield Seitz Capital Management LLC
✚
|
TX | 0.3 |