Palumbo Wealth Management LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 306548
- SEC number
- 801-117901
- Firm type
- RIA
- Assets under management
- $543.4M as of Apr 27, 2026
- Website
- www.instagram.com/palumbowm ↗
- Phone
- (516) 629-7073
- Address
- 1010 Northern Boulevard, Great Neck, NY, 11021
Advisors at this firm
5 in our index · page 1 of 1
-
Douglas Robert AugenthalerCRD 1749808 · Great Neck, NYIA Registered
-
Peter DizdarCRD 6005498 · Westfield, NJIA RegisteredRegistration inactive
-
Stephen Jarret EngelCRD 5895087 · Great Neck, NYIA RegisteredRegistration inactive
-
Philip G PalumboCRD 4158450 · Great Neck, NYIA RegisteredBroker
-
Killana P WilliamsCRD 4713628 · Great Neck, NYIA RegisteredBroker
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 306548 ↗
FINRA BrokerCheck record for firm CRD 306548 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.