Joseph Berenato
4J Wealth Management · Vienna, Virginia
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.
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Facts
| Firm | 4J Wealth Management |
|---|---|
| Based in | Vienna, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $348.1M across 682 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 7983434 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.4jwealth.com |
| Profile |
How Joseph's firm compares
- 4J Wealth Management's average account is about $510,000, from its Form ADV (assets managed divided by 682 accounts).
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Questions about Joseph
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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