Advisor at Esoteric Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Esoteric Wealth Partners LLC
Location
Edmond, OK 73013
Credentials
Series 63, Series 65
Industry experience
18 years
Matthew Palumbo is the managing member and sole advisor at Palumbo Capital Group, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Bob Moore, Inc., Guidance Northwest Insurance, LLC, and Esoteric Wealth Partners LLC. Outside of advisory work, he serves as executive manager of operations at Bob Moore, Inc. and owns Palumbo Holdings, LLC. Palumbo Capital Group, LLC is a state-registered investment adviser offering discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and business entities. The firm’s investment approach focuses on asset allocation and customized model portfolios, including a sub-advisory relationship with SEI Investment Management.
Based on Esoteric Wealth Partners LLC
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% Over $1,000,000+: Negotiable not to exceed 1.25%
$200 per hour, negotiable
3209 S. Broadway, Ste. 231
Edmond, OK 73013
Arizona · Oklahoma · Washington
Palumbo Capital Group, LLC
2025 - Present (1 year)
Bob Moore, Inc.
2018 - Present (8 years)
Guidance Northwest Insurance, LLC
2017 - Present (9 years)
Sentry Northwest, LLC
2016 - 2017 (1 year)
Esoteric Wealth Partners LLC
2015 - Present (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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