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MASCOMA WEALTH MANAGEMENT
Legal name: MASCOMA WEALTH MANAGEMENT LLC
CRD 174907File 801-80982
APPROVED
Retail clients
Custody
Filing as of Feb 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$567.8M
Above cohort median (national)
Discretionary AUM
$536.0M
Non-discretionary $31.7M
Clients
466
1,185 accounts
Employees
12
Above cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 19, 2015
- Principal office
- 80 SOUTH MAIN STREET, SUITE 103, HANOVER, NH, 03755
- Phone
- 603-676-8813
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $567.8M
- Discretionary AUM
- $536.0M
- Non-discretionary AUM
- $31.7M
- Discretionary accounts
- 1,100
- Non-discretionary accounts
- 85
- Total accounts
- 1,185
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $31.2M |
| Charitable organizations | 29 | $48.2M |
| High net worth individuals | 122 | $301.7M |
| Pension and profit sharing plans | Fewer than 5 | $3.2M |
| State or municipal government entities | 5 | $14.8M |
| Individuals (other than high net worth individuals) | 300 | $159.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- 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 17, 2026 | Clients | 477 | 466 |
| 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.