Mascagni Wealth Management, Inc.

RIASEC RegisteredEst. 2017

Total AUM

$425M

Discretionary

$425M

100% of AUM

Avg account

$218K

Accounts

1,948

Employees

Advisory reps

Firm details

Headquarters: Clinton, Mississippi
CRD number: 115046
Registered since: July 19, 2017
Website: mascagniwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI60.45%
Individuals36.09%
Charitable Organizations2.61%
Corporations / Businesses0.85%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mascagni Wealth Management, Inc. is an independent registered investment adviser that positions itself as a capital allocator for private clients and select institutional accounts. The firm is SEC-registered (since 2017) and privately owned. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Beyond investment advice, the firm also operates as an insurance broker and maintains ties with an insurance company. Clients are charged via a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. The firm reports serving both individual & family and institutional clients. It does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a pension consultant.