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| Palumbo Wealth Management LLC
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|---|---|
| CRD # | 306548 |
| SEC # | 801-117901 |
| CIK # | 0001846310 |
| AUM | 543.4 M (2026-04-27) |
| Employees | 7 (71% Investors, 29% Brokers) |
| Fees | |
| Minimum | |
| Phone | 516-629-7073 |
| Address | 1010 Northern Boulevard Great Neck, NY 11021 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 21.4 | ||
| SPDR Gold Trust | 18.5 | ||
| Apple Inc | 17.6 | ||
| Amazon Com Inc | 17.0 | ||
| Powershares DB Commodity Index Tracking Fund | 14.1 | ||
| Nvidia Corp | 11.4 | ||
| J P Morgan Chase & Co | 9.0 | ||
| Microsoft Corp | 8.7 | ||
| Waste Management Inc | 8.6 | ||
| Sprott Physical Gold Trust | 7.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 36.7 |
| (b) Individuals (high net worth individuals) | 158 | 493.1 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.9 |
| (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 | 6 | 11.7 |
| (n) Other | 0 | 0.0 |
| Total | 907 | 543.4 |
| By Discretionary | ||
| Discretionary | 907 | 543.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 907 | 543.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 543.4 | |
| Total | 907 | 543.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846310] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 50 |
| Serves | Institutional, Retail |
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