Veneroso Wealth Management

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Mario Veneroso

    Mario Veneroso

    Partner, Wealth ManagerCRD 5829718

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth