Vincent Valeriano
National Wealth Management Group · Las Vegas, Nevada
Vincent Valeriano is a fee-only financial advisor at National Wealth Management Group in Las Vegas, Nevada. National Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | National Wealth Management Group |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $534.9M across 2,741 accounts |
| SEC registration | Investment adviser representative in NV, NY · CRD 7654758 |
| Exams passed | Series 66 (2023) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.jimlewiswm.com |
How Vincent's firm compares
- National Wealth Management Group's average account is about $195,000, from its Form ADV (assets managed divided by 2,741 accounts).
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Questions about Vincent
Is Vincent Valeriano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Vincent 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 Vincent charge for financial advice?
Vincent's firm, National Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Vincent Valeriano based?
Vincent Valeriano is based in Las Vegas, Nevada.
Is Vincent Valeriano registered with the SEC?
Yes. Vincent Valeriano is registered as an investment adviser representative in NV and NY (CRD 7654758), 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 Vincent Valeriano?
Through Vincent's website, www.jimlewiswm.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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