Wealth Manager
    SEC Registered
    Manages Private Funds

    Mascagni Wealth Management, Inc.

    Registered investment advisor · Clinton, Mississippi · CRD #115046

    Assets Under Management
    $425M
    Client Accounts
    1,948
    Employees
    6
    CRD Number
    115046
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Mascagni Wealth Management, Inc.

    Mascagni Wealth Management is a financial advisory firm with nearly 70 years of combined experience, offering investment management, retirement planning, and wealth management services. They are compensated through an investment adviser fee. Their assets are safeguarded by Charles Schwab & Co.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Mascagni Wealth Management, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Mascagni Wealth Management, Inc.'s AUM?

    Mascagni Wealth Management, Inc. reports approximately $425M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mascagni Wealth Management, Inc. headquartered?

    Mascagni Wealth Management, Inc. is headquartered in Clinton, Mississippi.

    What is Mascagni Wealth Management, Inc.'s CRD number?

    Mascagni Wealth Management, Inc.'s CRD number is 115046. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Mascagni Wealth Management, Inc. manage?

    Mascagni Wealth Management, Inc. manages approximately 1,948 client accounts according to its latest SEC filing.

    Is Mascagni Wealth Management, Inc. SEC registered?

    Yes, Mascagni Wealth Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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