# Mario Veneroso

> Mario Veneroso is a fee-only financial advisor at Veneroso Wealth Management in Woodbury, New York. Mario focuses on estate & legacy planning, tax planning and family wealth transfer. Veneroso Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/mario-veneroso/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Veneroso Wealth Management
- **Based in:** Woodbury, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $298.8M across 832 accounts
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer, Small business owners
- **Works with:** Ultra high net worth
- **CRD:** 5829718 (https://adviserinfo.sec.gov/individual/summary/5829718)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2010), Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.venerosowealth.com/

## Frequently asked questions

### Is Mario Veneroso a fee-only financial advisor?

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

### How does Mario charge for financial advice?

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

### Where is Mario Veneroso based?

Mario Veneroso is based in Woodbury, New York.

### What does Mario specialize in?

Mario's specialties include estate & legacy planning, tax planning, family wealth transfer and small business owners. Mario works with ultra high net worth.

### Is Mario Veneroso registered with the SEC?

Yes. Mario Veneroso is registered as an investment adviser representative in NY (CRD 5829718), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Veneroso Wealth Management manage?

Veneroso Wealth Management reports $298.8M across 832 accounts in assets under management.

### How do I contact Mario Veneroso?

Through Mario's website, www.venerosowealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5829718): 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
- The firm's website (https://www.venerosowealth.com/): specialties, clients served, and fees, checked October 30, 2026

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