{"url":"https://nivawealth.com/firms/veneroso-wealth-management-342014","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/342014","regulatoryAum":298792338,"crd":"342014","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5829718","suffix":null,"lastName":"VENEROSO","firstName":"MARIO","middleName":"ANDREA"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-136483","legalName":"Veneroso Wealth Management Inc.","displayName":"Veneroso Wealth Management","slug":"veneroso-wealth-management-342014","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"New York corporation","fiscalYearEnd":"December","headquarters":{"street":"1000 Woodbury RD Suite 404","city":"Woodbury","state":"NY","stateName":"New York","country":"United States","postalCode":"11797"},"tradeNames":["MVM"],"registration":{"secApproved":"17 June 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":825393.1988950276,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":298792338,"discretionary":298792338,"discretionaryAccounts":832,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":268,"regulatoryAum":108864277},{"label":"High-net-worth individuals","clients":94,"regulatoryAum":189928061}],"feePrograms":[{"role":"main","program":"Asset Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045931","versionId":1045931,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-05-21","documentName":"BROCHURE 2026-2","fee_rate_low":1,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"Hourly fee of $1000 per hour, negotiable; the estimated plan fee is set before the engagement and financial plans are billed on completion.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045931","versionId":1045931,"submittedOn":"2026-05-21","documentName":"BROCHURE 2026-2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T11:35:48.397418+00:00","documents":[{"name":"BROCHURE 2026-2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045931","versionId":1045931,"submittedOn":"2026-05-21"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":298792338}],"custodyNote":"Veneroso Wealth Management does not have custody of client assets.","leadership":[{"name":"Mario Veneroso","title":"Chief Executive Officer","crd":"5829718"},{"name":"Collin OBryant","title":"CCO","crd":"6421721"}],"ownership":[{"label":"Mario Veneroso","detail":"Chief executive officer in the 75% or more ownership band and a control person, since January 2026."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"1000 Woodbury RD Suite 404","city":"Woodbury","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"631-559-7713","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":33},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":2},{"label":"Investment grade corporate bonds","percent":4},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":58},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":0},"sources":{"adv1FilingDate":"27 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/342014/PDF/342014.pdf","brochureDate":"21 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1045931","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Veneroso Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Veneroso Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Veneroso Wealth Management charge?","answer":"Veneroso Wealth Management charges 1.00%–1.50% a year for its Asset Management. The fee is billed in arrears and is negotiable.","source":"BROCHURE 2026-2, filed 21 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Veneroso Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Veneroso Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Veneroso Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Veneroso Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Veneroso Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Veneroso Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Veneroso Wealth Management?","answer":"Veneroso Wealth Management’s main office is at 1000 Woodbury RD Suite 404, Woodbury, NY 11797. Its phone number is 631-559-7713.","source":"Form ADV Part 1A, Item 1.F, filed 27 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}