Veneroso Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Veneroso Wealth Management reports 362 clients. They include 268 individual clients and 94 high-net-worth individuals. Of its assets, 100.0% ($299M across 832 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 36% |
| High-net-worth individuals | 26% | 64% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 268 | $109M | 36.4% | $406K |
| High-net-worth individuals | 94 | $190M | 63.6% | $2.02M |
| Total | 362 | $299M | 100% | $825K |
- Clients
- 268
- Regulatory AUM
- $109M
- AUM share
- 36.4%
- Avg. per client
- $406K
- Clients
- 94
- Regulatory AUM
- $190M
- AUM share
- 63.6%
- Avg. per client
- $2.02M
Total
- Clients
- 362
- Regulatory AUM
- $299M
- AUM share
- 100%
- Avg. per client
- $825K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Veneroso Wealth Management charges 1.00%–1.50% a year for its Asset Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Hourly fee of $1000 per hour, negotiable; the estimated plan fee is set before the engagement and financial plans are billed on completion.
Mario Veneroso owns 75% or more of Veneroso Wealth Management. Mario Veneroso is CEO. It has 1 employee.
Leadership
- Mario VenerosoChief Executive Officer
- Collin OBryantCCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
- Mario Andrea Veneroso
Staff
- 1 employee
- 1 in advisory functions
- Owns 75% or more of Veneroso Wealth Management Inc.
Mario Veneroso
Control person · since January 2026
Besides its headquarters, Veneroso Wealth Management has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 1000 Woodbury RD Suite 404, WoodburyHQ
Other business names
Veneroso Wealth Management has reported 1 other business name to the SEC.
- MVM
Contact and registration details
- Legal name
- Veneroso Wealth Management Inc.
- Headquarters
- 1000 Woodbury RD Suite 404, Woodbury, NY 11797
- Website
- Not reported
- Phone
- 631-559-7713
- SEC file
- 801-136483
- Structure
- New York corporation
- Fiscal year end
- December
Veneroso Wealth Management uses Charles Schwab ($299M) as custodian for its separately managed accounts. Veneroso Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $299M100%
At year end, Veneroso Wealth Management’s separately managed accounts were mostly in funds (58%) and stocks (33%).
What the accounts hold
- Stocks33%
- Funds58%
- Bonds8%
- Investment grade corporate bonds4%
- State and local bonds2%
- U.S. government and agency bonds1%
- High-yield corporate bonds1%
- Cash1%
How many clients does Veneroso Wealth Management have?
Veneroso Wealth Management has 362 clients and manages $299 million for them, as of August 2026. They include 268 individual clients and 94 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 August 2026
What services does Veneroso Wealth Management offer?
Veneroso Wealth Management provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Veneroso Wealth Management charge?
Veneroso Wealth Management charges 1.00%–1.50% a year for its Asset Management. The fee is billed in arrears and is negotiable.
Which custodians does Veneroso Wealth Management use?
Veneroso Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $299M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 August 2026
How many financial advisors does Veneroso Wealth Management have?
Veneroso Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Veneroso Wealth Management invest in?
At the end of its last fiscal year, Veneroso Wealth Management’s separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 4% investment grade corporate bonds, 2% state and local bonds, 1% U.S. government and agency bonds, 1% high-yield corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Veneroso Wealth Management?
Veneroso Wealth Management’s direct owner is Mario Veneroso (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 August 2026
How does Veneroso Wealth Management get paid?
Veneroso Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Veneroso Wealth Management registered with the SEC?
Yes, Veneroso Wealth Management has been registered with the SEC as an investment adviser since 17 June 2026. Its CRD number is 342014 and its SEC file number is 801-136483.
Source: Form ADV Part 1A, Item 1, filed 27 August 2026; IAPD firm record
How do I contact Veneroso Wealth Management?
Veneroso Wealth Management’s main office is at 1000 Woodbury RD Suite 404, Woodbury, NY 11797. Its phone number is 631-559-7713.