This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- AlphaValue frontier +more
- Established Date
- 01-06-2020
- Office Locations
- 2
Office Locations
About Palumbo Wealth Management LLC
Palumbo Wealth Management is a founder-led RIA serving CEO founders, business owners, and professionals with a personal-CFO approach spanning investment management, tax optimization, estate/trust planning, asset protection, and banking/credit coordination, with dedicated business and exit-planning support around liquidity events. Portfolios commonly use ETFs and other funds. Custody includes Schwab and Pershing; featured in CNBC, Barron's, and Bloomberg.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PHILIP G PALUMBO
Chief Executive Officer, Chief Investment Officer, FOUNDER, Managing Member
- CRD
- #4158450
- Ownership
- 75% or more
KILLANA P WILLIAMS
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #4713628
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
DOUGLAS ROBERT AUGENTHALER
Chief Portfolio Strategist
- CRD
- #1749808
PETER DIZDAR
Private Wealth Advisor
- CRD
- #6005498
Ember insight
Pioneer prime
- CRD
- #82908
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $543,384,640 | $599,101 |
| Non-Discretionary | $0 | -- |
| Total | $543,384,640 | $599,101 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $543,384,640
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $153,836,794 | 30.8% |
| Public Funds | $148,842,093 | 29.8% |
| Private Funds | $50,446,481 | 10.1% |
| Municipal Bonds | $52,444,362 | 10.5% |
| Cash | $93,900,381 | 18.8% |
| Total | $499,470,111 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE CAPITAL | ZENITH RIDGE | ETDKP9CFQ | EAFM | 2.12% | $97,832,571 |
| MOMENTUM OAK | VERTEX FOCUS | O1NYMN71S | TCJ | 6.62% | $102,772,393 |
| CAPITAL EMBER TIMBER | VECTOR CAPITAL | QOEA8EU6U | EMB | 4.82% | $43,164,189 |
| PIONEER VERTEX | NORTH BEACON | 9SWUI1T2W | EST | 4.17% | $104,034,142 |
| PATHWAY BEACON UNISON | RIDGE FUSION | HK22XYFH6 | EEBX | 7.22% | $61,011,174 |
| EAGLE TIMBER MATRIX | FOUNDATION MERIDIAN | N17EYCQ7P | DDNSE | 3.98% | $36,901,202 |
| MOMENTUM ATLAS | FOUNDATION FOUNDATION | HEZF36ERV | UGIJW | 12.36% | $15,864,118 |
| FUSION HORIZON | LEGACY BEACON | QXQWVLCXM | NNGFZ | 2.75% | $5,620,842 |