PALUMBO WEALTH MANAGEMENT LLC
CRD #306548 SEC #801-117901 GREAT NECK, NY (516) 629-7073
SEC Registered
Total AUM
$542.2M
Discretionary
$542.2M
Employees
7
Clients
0
Accounts
790
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $542.2M | $542.2M | $0 | 7 | 5 |
| Jul 2025 | $542.2M | $542.2M | $0 | 7 | 5 |
| Mar 2025 | $542.2M | $542.2M | $0 | 7 | 5 |
| Dec 2024 | $322.7M | $322.7M | $0 | 6 | 1 |
| Aug 2024 | $322.7M | $322.7M | $0 | 6 | 1 |
| Aug 2024 | $322.7M | $322.7M | $0 | 6 | 1 |
| Mar 2024 | $322.7M | $322.7M | $0 | 6 | 1 |
| Nov 2023 | $230.1M | $230.1M | $0 | 7 | 0 |
| Jul 2023 | $230.1M | $230.1M | $0 | 7 | 0 |
| Mar 2023 | $230.1M | $230.1M | $0 | 7 | 0 |
| Dec 2022 | $218.6M | $218.6M | $0 | 5 | 0 |
| May 2022 | $218.6M | $218.6M | $0 | 6 | 0 |
| Mar 2022 | $218.6M | $218.6M | $0 | 6 | 0 |
| Sep 2021 | $180.8M | $180.8M | $0 | 7 | 0 |
| Sep 2021 | $180.8M | $180.8M | $0 | 7 | 0 |
| May 2021 | $180.8M | $180.8M | $0 | 7 | 0 |
| Mar 2021 | $180.8M | $180.8M | $0 | 7 | 0 |
| Jun 2020 | $125.6M | $125.6M | $0 | 5 | 0 |
| Jun 2020 | $125.6M | $125.6M | $0 | 5 | 0 |
| Jun 2020 | $125.6M | $125.6M | $0 | 5 | 0 |
| May 2020 | $125.6M | $125.6M | $0 | 5 | 0 |
| Jan 2020 | $0 | $0 | $0 | 2 | 0 |
| Jan 2020 | $0 | $0 | $0 | 2 | 0 |
| Dec 2019 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$542.2M
Discretionary$542.2M
Non-Disc.$0
Employees7
Clients5
DateJul 2025
Total AUM$542.2M
Discretionary$542.2M
Non-Disc.$0
Employees7
Clients5
DateMar 2025
Total AUM$542.2M
Discretionary$542.2M
Non-Disc.$0
Employees7
Clients5
DateDec 2024
Total AUM$322.7M
Discretionary$322.7M
Non-Disc.$0
Employees6
Clients1
DateAug 2024
Total AUM$322.7M
Discretionary$322.7M
Non-Disc.$0
Employees6
Clients1
DateAug 2024
Total AUM$322.7M
Discretionary$322.7M
Non-Disc.$0
Employees6
Clients1
DateMar 2024
Total AUM$322.7M
Discretionary$322.7M
Non-Disc.$0
Employees6
Clients1
DateNov 2023
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees7
Clients0
DateJul 2023
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$230.1M
Discretionary$230.1M
Non-Disc.$0
Employees7
Clients0
DateDec 2022
Total AUM$218.6M
Discretionary$218.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$218.6M
Discretionary$218.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$218.6M
Discretionary$218.6M
Non-Disc.$0
Employees6
Clients0
DateSep 2021
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees7
Clients0
DateMay 2021
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$180.8M
Discretionary$180.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients0
DateMay 2020
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0