Veneroso Wealth Management
Firm details
- Headquarters
- Woodbury, New York
- CRD number
- 342014
- Registered since
- June 17, 2026
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Veneroso Wealth Management is organized as a corporation and registered with the SEC in 2026 as an investment adviser. The firm is classified as unclassified in the available data and is described as a newly formed adviser. Its stated advisory activities center on financial planning and portfolio management for individuals, small businesses, and businesses or institutions. The firm uses a blended fee approach that includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The record indicates Veneroso Wealth Management is not an active ESG investor, is not set up as a multi-state adviser, and does not operate as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Mario Veneroso
Partner, Wealth ManagerCRD 5829718
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Woodbury, NY
Nassau
Location
Woodbury, NY
Headquartered in Woodbury, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 1000 Woodbury Rd
- Time zone
- ET (UTC-5)
- Office locations
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