# Palumbo Wealth Management

> Palumbo Wealth Management (iPhone/iPad app by Palumbo Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/palumbo-wealth-management/id1524827653 (this page in markdown: same URL + `.md`)
- Developer: [Palumbo Wealth Management, LLC](https://appshunter.io/developer/1524827655)
- Category: Finance
- Price: Free
- Age rating: 17+
- Requires: iOS 10.0 · 66 MB
- Released: 2020-07-29
- Data updated: 2026-06-22
- User reviews in markdown: https://appshunter.io/ios/app/palumbo-wealth-management/id1524827653/reviews.md

## What is Palumbo Wealth Management?

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.	

TOP FEATURES
•	 Interactive dashboard showing your complete financial picture including portfolio performance, individual holdings, account transactions, and taxable gains/losses.
•	Dynamic reports with current investment information and how they measure up compared to various benchmarks.
•	Document center to securely monitor and display important financial and wealth planning documents including but not limited to: annuities, life insurance, durable power of attorney, etc.
•	And much more!


## Version history (last 2 releases)

### 2.0.1177609 — 2024-01-19

Updated features and removed bugs.

### 2.0.659763 — 2020-07-29

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-22.*