James Palumbo
Global Wealth · Alamo, Texas
James Palumbo is a fee-only financial advisor at Global Wealth in Alamo, Texas. Global Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Global Wealth |
|---|---|
| Based in | Alamo, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $17.9M across 97 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 2623916 |
| Exams passed | Series 63 (1995) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.jimpalumbo.com/globalwealth |
How James's firm compares
- Global Wealth's average account is about $185,000, from its Form ADV (assets managed divided by 97 accounts).
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Questions about James
Is James Palumbo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Global Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Global Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is James Palumbo based?
James Palumbo is based in Alamo, Texas.
Is James Palumbo registered with the SEC?
Yes. James Palumbo is registered as an investment adviser representative in CO and TX (CRD 2623916), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Global Wealth manage?
Global Wealth reports $17.9M across 97 accounts in assets under management.
How do I contact James Palumbo?
Through James's website, www.jimpalumbo.com/globalwealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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