# PALUMBO WEALTH MANAGEMENT LLC

PALUMBO WEALTH MANAGEMENT LLC of GREAT NECK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 306548
- Type: SEC-registered investment adviser
- SEC file number: 801-117901
- Location: 1010 NORTHERN BOULEVARD, GREAT NECK, NY, 11021
- Phone: (516) 629-7073
- Latest filing: 2026-08-03
- Regulatory AUM: $543.4M
- Discretionary AUM: $543.4M
- Clients: 7
- Accounts: 907

## Business model

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

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Killana P Williams | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Philip G Palumbo | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER | — |
| WINN CHRISTOPHER EDWARD | MANAGING MEMBER | — |
| WILLIAMS PHILLIP P | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS KILLANA PATRICE | CHIEF COMPLIANCE OFFICER | — |
| PALUMBO PHILIP G | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, AND MANAGING MEMBER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306548/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306548/similar
- Related entities: https://search.stillhousedata.com/firm/306548/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306548

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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.