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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 129 clients, or 129 clients per representative. That equates to $747.7K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on January 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Vehicles
- Services
- Technology
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The full Palermo Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER JACOB BAUM
Chief Compliance Officer, President
- CRD
- #4700030
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,451,844 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,451,844 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Palermo Wealth Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.