TICINO WEALTH
Firm details
- Headquarters
- MISSION VIEJO, California
- CRD number
- 335808
- Registered since
- June 23, 2025
- 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
FINTRXOverview
Ticino Wealth is an independent RIA structured as an LLC that serves individual and family clients under a percentage-of-AUM fee model. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its registered activity profile shows a clear tilt toward traditional discretionary wealth management rather than ESG-driven strategies or multi-state advisory expansion. Investment activity emphasizes exchange-traded equities as the primary vehicle, with supplemental allocations to private placements, real estate, annuities and mutual funds. Custody is consolidated at a single provider, which supports a centralized operating model.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds35%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1IVANNA BERRIO PAEVA
Operations Manager and Chief Compliance OfficerCRD 6859725
Contacts
2 of 2JORDAN MASCIORINI
Senior Wealth AdvisorCRD 7028779
MICHAEL MASCIORINI
Managing DirectorCRD 1810458
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$126M in ETFs
100%
$126M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $11.4M | 15,913 | 9.06% |
Location
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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