Ticino Wealth

RIASEC Registered
Total AUM
$400M
Discretionary
$358M
89% of AUM
Avg account
$516K
Accounts
775
Employees
4
Advisory reps
3

Firm details

Headquarters
Mission Viejo, California
CRD number
335808
Registered since
June 23, 2025
Website
ticinowealth.com
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM
Client types
  • HNWI79.1%
  • Individuals20.9%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Ticino Wealth LLC is an independent registered investment adviser that registered with the SEC in 2025. The firm is organized as an LLC, owned by an individual, and charges fees as a percentage of assets under management. Its stated client focus is individuals and families; advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm reports it does not act as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 35%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 3%, US Government Bonds 1%, State & Local Bonds 1%, Derivatives 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds35%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Ivanna Berrio Paeva

    Ivanna Berrio Paeva

    Operations Manager and Chief Compliance OfficerCRD 6859725

Contacts

2 of 2
  • Jordan Masciorini

    Jordan Masciorini

    Senior Wealth AdvisorCRD 7028779

  • Michael Masciorini

    Michael Masciorini

    Managing DirectorCRD 1810458

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$160M in ETFs

Passive

100%

$160M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB)BlackRockPassiveShort Term Bond$13.4M262,4888.38%
Unlock additional holdings →

Location

Primary office

Mission Viejo, CA

Orange

Location

Mission Viejo, CA

Headquartered in Mission Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
27201 Puerta Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth