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MASCOMA WEALTH MANAGEMENT
MASCOMA WEALTH MANAGEMENT LLC
CRD 174907 · SEC 801-80982
80 SOUTH MAIN STREET, SUITE 103, HANOVER, NH, 03755, United States
Phone
603-676-8813
Fax
603-643-5347
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$567.8M
Discretionary AUM
$536.0M
Team
12 total employees; 9 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 300 | $159.4M |
| High net worth individuals | 122 | $301.7M |
| Pension/profit sharing plans | 2 | $3.2M |
| Charitable organizations | 29 | $48.2M |
| State/municipal entities | 5 | $14.8M |
| Corporations/business entities | 8 | $31.2M |
States served
VT, ME, MA, NC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD