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TICINO WEALTH
Legal name: TICINO WEALTH LLC
CRD 335808File 801-133742
APPROVED
Retail clients
Custody
Filing as of Jun 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$400.2M
Below cohort median (national)
Discretionary AUM
$357.7M
Non-discretionary $42.5M
Clients
296
775 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 23, 2025
- Principal office
- 27201 PUERTA REAL, SUITE #410, MISSION VIEJO, CA, 92691
- Phone
- 949-427-8104
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $400.2M
- Discretionary AUM
- $357.7M
- Non-discretionary AUM
- $42.5M
- Discretionary accounts
- 580
- Non-discretionary accounts
- 195
- Total accounts
- 775
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 119 | $316.6M |
| Individuals (other than high net worth individuals) | 177 | $83.7M |
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 individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.