Wealth Manager
    SEC Registered
    Manages Private Funds

    Mascoma Wealth Management

    Registered investment advisor · Hanover, New Hampshire · CRD #174907

    Assets Under Management
    $568M
    Client Accounts
    1,185
    Employees
    12
    CRD Number
    174907
    Registration
    SEC Registered
    Custodian
    Fidelity Distributors Company Llc

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

    About Mascoma Wealth Management

    Mascoma Wealth Management is a fee-only investment advisory firm based in Hanover, New Hampshire, offering comprehensive financial planning and investment advisory services to high-net-worth individuals and families. It provides portfolio management, financial planning, and overall wealth management. The firm is registered with the SEC.

    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 Mascoma Wealth Management

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    Frequently Asked Questions

    What is Mascoma Wealth Management's AUM?

    Mascoma Wealth Management reports approximately $568M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mascoma Wealth Management headquartered?

    Mascoma Wealth Management is headquartered in Hanover, New Hampshire.

    What is Mascoma Wealth Management's CRD number?

    Mascoma Wealth Management's CRD number is 174907. 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 Mascoma Wealth Management manage?

    Mascoma Wealth Management manages approximately 1,185 client accounts according to its latest SEC filing.

    Is Mascoma Wealth Management SEC registered?

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

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