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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 26, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLIAMS, KILLANA, P | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, P | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, P | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, P | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, P | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, P | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, P | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, P | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, P | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, P | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, P | I | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, KILLANA, PATRICE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER | E | Control |
| PALUMBO, PHILIP, G | I | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
| RIA VENTURES, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WINN, CHRISTOPHER, EDWARD | I | RIA VENTURES, LLC | E | Control |
Registrations
Federal
IA
Dec 26, 2025 REGISTERED
Notice Filings (8)
CA FL MA NH NJ NY PA TX
Address
1010 NORTHERN BOULEVARDSUITE 310
GREAT NECK, NY 11021
United States
Phone: (516) 629-7073