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Founder, Chief Executive Officer, Chief Investment Officer, and Managing Member · Palumbo Wealth Management LLC

Philip G Palumbo

CRD 4158450 · Named on Form ADV at one SEC-registered adviser

At a glance

Palumbo Wealth Management LLC, an SEC-registered wealth manager based in Great Neck, NY with $543 million in regulatory assets, lists Philip G Palumbo on its Form ADV as Founder, Chief Executive Officer, Chief Investment Officer, and Managing Member, a control person.

Firms and roles

  • Palumbo Wealth Management LLCFounder, Chief Executive Officer, Chief Investment Officer, and Managing MemberWealth manager · Great Neck, NY · $543M in regulatory assets

AtlasMembers

Philip’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Killana P WilliamsChief Operating Officer and Chief Compliance Officer, Palumbo Wealth Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Philip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.