# Joseph Berenato

> Joseph Berenato is a fee-only financial advisor at 4J Wealth Management in Vienna, Virginia. 4J Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-berenato/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** 4J Wealth Management
- **Based in:** Vienna, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $348.1M across 682 accounts
- **CRD:** 7983434 (https://adviserinfo.sec.gov/individual/summary/7983434)
- **SEC registration:** Investment adviser representative in TX, VA
- **Exams passed:** Series 65 (2024)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.4jwealth.com

## Frequently asked questions

### Is Joseph Berenato a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and 4J Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, 4J Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Joseph Berenato based?

Joseph Berenato is based in Vienna, Virginia.

### Is Joseph Berenato registered with the SEC?

Yes. Joseph Berenato is registered as an investment adviser representative in TX and VA (CRD 7983434), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 4J Wealth Management manage?

4J Wealth Management reports $348.1M across 682 accounts in assets under management.

### How do I contact Joseph Berenato?

Through Joseph's website, www.4jwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7983434): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.