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MASECO PRIVATE WEALTH
MASECO LLP
CRD 147686 · SEC 801-69385
THE KODAK, 11 KEELEY STREET, LONDON, VT, WC2B 4BA, United Kingdom
Phone
+44 20 7043 0455
Fax
+44 20 7043 0456
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.96B
Discretionary AUM
$3.69B
Team
129 total employees; 24 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Partnership
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2723 | $2.12B |
| High net worth individuals | 720 | $2.80B |
| Charitable organizations | 67 | $40.4M |
States served
VT, AZ, CA, CO, DC, GA, IL, IA, LA, ME, MD, MA, MI, NV, NJ, NY, NC, OH, PA, RI, SC, TN, UT, VA, WI, WA, TX, NH, HI, CT, FL
All web addresses on file
- HTTPS://WWW.MASECO.CO.UK/KIIDS
- HTTPS://WWW.YOUTUBE.COM/MASECOPRIVATEWEALTH
- https://www.facebook.com/profile.php?id=61563486171530
- HTTPS://WWW.LINKEDIN.COM/COMPANY/MASECO-PRIVATE-WEALTH
- HTTP://WWW.MASECOPRIVATEWEALTH.COM
- https://podcasts.apple.com/gb/podcast/maseco-in-conversation-with/id1701587800
- HTTP://WWW.INSTAGRAM.COM\MASECOPW
- https://x.com/maseco_pw
- https://spotify.link/rLCzH5bG1Jb
Official SEC filing: View on IAPD