Mario Veneroso
Veneroso Wealth Management · Woodbury, New York
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.
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Specialties
Who they serve
- Ultra high net worth
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 |
| Assets under management | $298.8M across 832 accounts |
| SEC registration | Investment adviser representative in NY · CRD 5829718 |
| Exams passed | Series 63 (2010) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.venerosowealth.com |
| Profile |
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Questions about Mario
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.
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
- Veneroso Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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