# Palermo Wealth Management, LLC

> Palermo Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 160031
- Filed as: PALERMO WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/160031
- AdvisorCensus page: https://advisorcensus.com/firm/palermo-wealth-management-llc-160031

## Quick answers

**How is Palermo Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Palermo Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Palermo Wealth Management, LLC registered with the SEC or a state?**
Palermo Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 160031.

**How much does Palermo Wealth Management, LLC manage?**
Palermo Wealth Management, LLC reports $96,451,844 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary).

**What types of clients does Palermo Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); high net worth individuals (21).

**Does Palermo Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/160031

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $96,451,844
- Discretionary: $96,451,844
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $54,451,947 |
| High net worth individuals | 21 | $41,999,897 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- palermowealth.com
- LinkedIn @palermofinancialgroup

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Palermo Wealth Management, LLC (CRD 160031): Form ADV filing data as of October 2026.