MASCOMA WEALTH MANAGEMENT LLC
Doing business as MASCOMA WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$567,753,044
Discretionary
$536,015,042
Non-discretionary
$31,738,002
Firm details
- CRD number
- 174907
- SEC file number
- 801-80982
- Main office
- HANOVER, NH, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.