Disclosures.

Last updated November 12, 2026

Registration

Advisory services are offered through Valerio Wealth Management, LLC, an investment adviser registered with the State of Florida (CRD 344833). Advisory services are only offered to clients or prospective clients where Valerio Wealth Management, LLC and its representatives are properly registered or exempt from registration. Registration does not imply a certain level of skill or training.

Firm documents

• Form ADV Part 2A and 2B (PDF). The firm brochure and brochure supplement: the services, fees, conflicts of interest and disciplinary information of the firm, and the background of Joseph Valerio.
• Client privacy policy (PDF). How the firm collects, uses and protects clients’ nonpublic personal information. The website privacy policy covers this site.
• Investment Adviser Public Disclosure. The public record of the firm’s registration, including Form ADV Part 1.

About the information on this site

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

Tax and legal matters

The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Valerio Wealth Management, LLC does not prepare tax returns or represent clients before the IRS.

Articles and commentary

The opinions expressed in any commentary posted on this site are solely those of the individual author and do not necessarily reflect the views or opinions of Valerio Wealth Management, LLC. These opinions are based on information available at the time of posting and are subject to change without notice. Valerio Wealth Management, LLC does not commit to updating any posted positions or commentary to reflect subsequent developments. While the information and reasoning used to form these opinions are believed to be from reliable sources, Valerio Wealth Management, LLC does not verify this information, and no guarantee is provided regarding its accuracy, completeness, or validity. Valerio Wealth Management, LLC disclaims any and all liability for actions taken or not taken based on the content of this site. No warranty, express or implied, is given in connection with the content provided.

Links to other websites

The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.

Certification marks

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and Certified Financial Planner™ in the United States.

Contact

Questions about these disclosures can be sent to [email protected] or by phone at (786) 949-6990.