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MASCAGNI WEALTH MANAGEMENT, INC.
CRD 115046 · SEC 801-110839
205 E. MAIN STREET, CLINTON, MS, 39056, United States
Phone
601-925-8099
Fax
601-925-8066
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$424.5M
Discretionary AUM
$424.5M
Team
6 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersFINANCIAL CONSULTING ON TOPICS SUCH AS PERSONAL FINANCES, EDUCATION SAVINGS, DIVORCE PLANNING, ROLLOVER ANALYSIS, BUSINESS SUCCE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 598 | $153.2M |
| High net worth individuals | 113 | $256.6M |
| Charitable organizations | 6 | $11.1M |
| Corporations/business entities | 19 | $3.6M |
States served
LA, MS, TX
All web addresses on file
Official SEC filing: View on IAPD