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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Timber optima
- Established Date
- 01-06-2012
- Office Locations
- 1
Office Locations
About Palermo Wealth Management, LLC
Palermo Wealth Management, LLC is an independent, fiduciary wealth management firm based in Georgetown, TX. The firm provides financial planning and portfolio construction, with support across tax and estate planning needs, serving individuals such as business owners, entrepreneurs, and retirees. Portfolios are primarily ETF-based and built around asset allocation and risk management. They do not accept commissions or third-party compensation; custody includes Charles Schwab and Altruist.
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Owner & Executives
CHRISTOPHER JACOB BAUM
Chief Compliance Officer, President
- CRD
- #4700030
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,451,844 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,451,844 | -- |
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Separately Managed Accounts
Total SMA Asset: $96,451,844
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,745,889,703 | 54.9% |
| Cash | $1,434,237,260 | 45.1% |
| Total | $3,180,126,963 | 100.0% |