Wny Asset Management, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 3,260
- Avg AUM / client
- $531K
- Accounts
- 3,256
- Employees
- 35
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,851 | $856M | 49.5% |
| High net worth individuals | 383 | $845M | 48.9% |
| Charitable organizations | 9 | $14.2M | 0.82% |
| Corporations and other businesses | 17 | $14.6M | 0.84% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Gross Polowy, Llc 401(k) Plan Gross Polowy, Llc | 2024 | |
| Infusion Upstate Ny, Inc. 401(k) Plan Infusion Upstate Ny, Inc. | 2024 |
People (29)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Anthony Pieroni | Managing Member | CFP | May 2010 (16y) | 50% – 75% |
| Robert A. Castiglione | Member | CFP | May 2010 (16y) | 25% – 50% |
| Ronald Marc Lojacono | Member | CFP | May 2011 (15y) | 10% – 25% |
| Zachary D Shroyer | Chief Compliance Officer/ Chief Financial Officer | Mar 2022 (4y) | Less than 5% | |
| Nicholas M Scibilia | Chief Operations Officer / Chief Investment Officer | Mar 2024 (2y) | Less than 5% | |
| Debra Ann Brown | Registered representative | CFP | Apr 2016 (10y) | |
| Eugene Paul O'connor | Registered representative | CFP | Oct 2016 (10y) | |
| John Matthew Lunghino | Registered representative | Jul 2020 (6y) | ||
| David D Jarosz | Registered representative | Aug 2020 (6y) | ||
| Robert Elwood Kloss | Registered representative | CFP | Dec 2020 (6y) | |
| Paige Taylor Lunghino | Registered representative | Jan 2021 (6y) | ||
| Laureen Syta | Registered representative | CFP | May 2021 (5y) | |
| Judy Marie Sescil | Registered representative | CFP | Aug 2021 (5y) | |
| Steven Sanders | Registered representative | Nov 2021 (5y) | ||
| Leonard John Zablonski | Registered representative | Nov 2021 (5y) | ||
| Michael Glowny | Registered representative | Nov 2021 (5y) | ||
| Ronald Robert Kotas | Registered representative | Dec 2021 (5y) | ||
| Stephen Richard Czechowski | Registered representative | Dec 2021 (5y) | ||
| Daniel Gartland | Registered representative | Feb 2022 (5y) | ||
| William D. Mistretta | Registered representative | Mar 2022 (4y) | ||
| Kevin Michael Mohr | Registered representative | Dec 2022 (4y) | ||
| Jonathan Leo Petrie | Registered representative | CFP | Dec 2022 (4y) | |
| Joseph Carl Mineo | Registered representative | Dec 2022 (4y) | ||
| Raymond Andrew Carter | Registered representative | CFP Chartered Financial Consultant | Jun 2023 (3y) | |
| Diane Mary Kazak | Registered representative | Jul 2024 (2y) | ||
| Patrick Jerome Collins | Registered representative | CFP | Jan 2025 (2y) | |
| Anthony Gene Vecera | Registered representative | Mar 2025 (1y) | ||
| Kimberly Evelyn Kowalski | Registered representative | Jun 2025 (1y) | ||
| Colden J. Repka | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Gross Polowy, Llc 401(k) Plan | Gross Polowy, Llc | 160 | $5.7M | 01/01/2024 |
| Infusion Upstate Ny, Inc. 401(k) Plan | Infusion Upstate Ny, Inc. | 200 | $12.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 950 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.7B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗