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MASCAGNI WEALTH MANAGEMENT, INC.
CRD 115046File 801-110839
APPROVED
Retail clients
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$424.5M
Below cohort median (national)
Discretionary AUM
$424.5M
Clients
736
1,948 accounts
Employees
6
Above cohort median in MS
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 19, 2017
- Principal office
- 205 E. MAIN STREET, CLINTON, MS, 39056
- Phone
- 601-925-8099
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $424.5M
- Discretionary AUM
- $424.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,948
- Non-discretionary accounts
- 0
- Total accounts
- 1,948
- AUM per client
- $577K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $3.6M |
| Charitable organizations | 6 | $11.1M |
| High net worth individuals | 113 | $256.6M |
| Individuals (other than high net worth individuals) | 598 | $153.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.