PALERMO WEALTH MANAGEMENT, LLC

PALERMO WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 160031). Regulatory assets under management: $96.5M.

Registration

• CRD: 160031
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160031 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search