# Philip Valeriano

> Philip Valeriano is a fee-only financial advisor at National Wealth Management Group in Baldwinsville, New York. National Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** National Wealth Management Group
- **Based in:** Baldwinsville, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $534.9M across 2,741 accounts
- **CRD:** 2816457 (https://adviserinfo.sec.gov/individual/summary/2816457)
- **SEC registration:** Investment adviser representative in NV, NY
- **Exams passed:** Series 63 (1996), Series 65 (1996)
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** http://www.jimlewiswm.com

## Frequently asked questions

### Is Philip Valeriano a fee-only financial advisor?

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

### How does Philip charge for financial advice?

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

### Where is Philip Valeriano based?

Philip Valeriano is based in Baldwinsville, New York.

### Is Philip Valeriano registered with the SEC?

Yes. Philip Valeriano is registered as an investment adviser representative in NV and NY (CRD 2816457), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does National Wealth Management Group manage?

National Wealth Management Group reports $534.9M across 2,741 accounts in assets under management.

### How do I contact Philip Valeriano?

Through Philip's website, www.jimlewiswm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2816457): 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.