|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Palumbo Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 306548 |
| SEC # | 801-117901 |
| CIK # | 0001846310 |
| AUM | $542.2 M (2025-07-16) |
| Employees | 7 (71% Investors, 57% Brokers) |
| Phone | 516-629-7073 |
| Address | 1010 Northern Boulevard Great Neck, NY 11021 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 16.0 | ||
| Apple Inc | 11.7 | ||
| Powershares DB Commodity Index Tracking Fund | 10.3 | ||
| Amazon Com Inc | 10.2 | ||
| Microsoft Corp | 10.0 | ||
| Waste Management Inc | 8.5 | ||
| Nvidia Corp | 7.8 | ||
| Costco Wholesale Corp /NEW | 6.9 | ||
| VISA Inc | 6.2 | ||
| Sprott Physical Gold Trust | 5.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 4.1 |
| (b) Individuals (high net worth individuals) | 124 | 536.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 790 | 542.2 |
| By Discretionary | ||
| Discretionary | 790 | 542.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 790 | 542.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 542.2 | |
| Total | 790 | 542.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846310] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Firethorn Wealth Partners LLC
✚
|
GA | 0.5 |
|
Strengthening Families & Communities LLC
✚
|
MA | 0.5 |
|
DHJJ Financial Advisors Ltd
✚
|
IL | 0.5 |
|
Virtus Family Office LLC
✚
|
TX | 0.5 |
|
Brave Asset Management Inc
✚
|
NJ | 0.5 |
|
Huber Capital Management LLC
✚
|
CA | 0.5 |
|
Plan Group Financial Inc
✚
|
OK | 0.5 |
|
Vista Investment Partners LLC
✚
|
OK | 0.5 |
|
Navis Wealth Advisors LLC
✚
|
NY | 0.5 |
|
GSB Wealth Management LLC
✚
|
CT | 0.5 |