PALERMO WEALTH MANAGEMENT, LLC

Overview

Palermo Wealth Management, LLC operates as an independent registered investment adviser organized as an LLC and controlled by an individual owner. The firm’s client base is focused on individuals and families, including small-business owners, and its advisory practice centers on financial planning and portfolio management. Fee arrangements are flexible: percentage of AUM, hourly charges and fixed fees are used across client relationships. Investment positioning is equity-first: the firm’s filings show a strong preference for exchange-traded equities as the dominant building block of client portfolios. That equity tilt is paired with selective use of mutual funds and allocations to third-party alternative managers in real estate, commodities and oil & gas. The firm reports no active ESG program and is not designated as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices