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Matthew Thomas Palumbo

Esoteric Wealth Partners LLC

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About Matthew Thomas Palumbo

Matthew Thomas Palumbo is a financial advisor with Esoteric Wealth Partners LLC. Matthew has been in the industry for over 15 years and is registered with the state of Washington and Oklahoma. Matthew has experience providing financial advice to both individuals and high-net-worth clients. Matthew specializes in financial planning, portfolio management for individuals, and selection of other advisers. In addition to his role with Esoteric Wealth Partners, Matthew is the Managing Member/IAR of Palumbo Capital Group, LLC. Matthew also owns and operates Guidance Northwest Insurance, LLC.

Firm Information

Matthew Palumbo is currently registered with Esoteric Wealth Partners LLC. Esoteric Wealth Partners LLC is an investment advisor registered with the SEC. The firm offers financial planning, selection of other advisers, and portfolio management for individuals. They have approximately $16,805,076 in regulatory assets under management. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.

$16.81M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation for referrals to third-party inves

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Matthew Palumbo’s Registration & Firm History

OK

07/21/2015 - Present

Esoteric Wealth Partners LLC (EDMOND OK)

WA

06/15/2011 - 07/28/2015

LPL FINANCIAL LLC (MUKILTEO WA)

WA

01/14/2008 - 06/21/2011

WADDELL & REED, INC. (LYNNWOOD WA)

WA

02/09/2007 - 12/31/2007

MML INVESTORS SERVICES, INC. (SEATTLE WA)

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Licenses & Designations

IA

Issued 10/22/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/06/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/2015

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2007

Series 7 - General Securities Representative Examination

BC

Issued 10/27/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Matthew Thomas Palumbo. Review regulatory record here.
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