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TICINO WEALTH
TICINO WEALTH LLC
CRD 335808 · SEC 801-133742
27201 PUERTA REAL, SUITE #410, MISSION VIEJO, CA, 92691, United States
Phone
949-427-8104
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$400.2M
Discretionary AUM
$357.7M
Team
4 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 177 | $83.7M |
| High net worth individuals | 119 | $316.6M |
States served
AZ, CA, ID, IA, LA, NC, SC, UT, WA, TX
All web addresses on file
Official SEC filing: View on IAPD