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WNY Asset Management, LLC
WNY Asset Management, LLC is an SEC-registered investment adviser founded in 2000 and headquartered in Williamsville, New York. The firm provides investment advisory and financial planning services primarily to individuals, high net worth individuals, business entities, pension and profit-sharing plans, trusts, and charitable organizations. As of 2024, the firm employs approximately 39 professionals and is owned by John Anthony Pieroni, Robert Anthony Castiglione II, and Ronald Marc Lojacono. WNY Asset Management focuses on customized financial and investment solutions tailored to client objectives and risk tolerance.
Investment Strategy
WNY Asset Management provides customized, non-proprietary investment strategies focused on clients’ unique financial goals, needs, and risk tolerance. The firm offers discretionary investment management based on a percentage of assets under management, as well as financial planning and consulting services tailored to retirement, education, estate, and insurance planning. Their approach emphasizes individualized planning and flexible solutions to align with each client’s long-term objectives, rather than one-size-fits-all products.
Latest 13F Filing Activity
WNY Asset Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 221 equity positions with a total 13F market value of $908M. The fund increased holdings in Dimensional Etf Trust, Ishares TR, Capital Group Growth Etf among other positions. WNY Asset Management, LLC reduced exposure to SPDR Ser TR, Vanguard Admiral FDS Inc., J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (221)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGCP | CAPITAL GRP FIXED INCM ETF T | 10.04% | $91.1M | 4,048,556 | $22.55 | $22.50 | +$810.0K |
C CGGR | CAPITAL GROUP GROWTH ETF | 9.27% | $84.2M | 2,070,237 | $36.24 | $40.65 | +$14.1M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 8.49% | $77.0M | 1,950,863 | $27.05 | $39.49 | +$859.7K |
D DFAC | DIMENSIONAL ETF TRUST | 7.30% | $66.3M | 1,849,535 | $33.70 | $35.84 | +$30.2M |
D DFAI | DIMENSIONAL ETF TRUST | 6.42% | $58.3M | 1,686,309 | $30.59 | $34.57 | +$7.3M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Buffalo, NY , United States | |
 | Partner | Buffalo, NY , United States | |
 | Partner | Buffalo, NY , United States |
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