# PALERMO WEALTH MANAGEMENT, LLC

PALERMO WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 160031
- Type: SEC-registered investment adviser
- Phone: 512-820-4847
- Latest filing: 2026-01-29
- Regulatory AUM: $96.5M
- Discretionary AUM: $96.5M
- Clients: 1
- Accounts: 508

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160031/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160031/similar
- Related entities: https://search.stillhousedata.com/firm/160031/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160031

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.