RIA Intel›Advisers›New Hampshire›MASCOMA WEALTH MANAGEMENT LLC

MASCOMA WEALTH MANAGEMENT LLC

Advisory

N·HANOVER, NH

Data as of Feb 28, 2026 · Source: SEC Form ADV

Total AUM

$568M

1-Year AUM Growth

+15.9%

3-Year CAGR

+9.7%

Employees

9

Assets Under Management

Total AUM$568M

Discretionary AUM$536M

Non-Discretionary AUM$32M

Discretionary %94.4%

Total Clients483

Team

Total Employees9

Investment Advisers12

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record31

First FilingFeb 10, 2015

Latest FilingFeb 28, 2026

🔒 Full AUM trend chart and 31 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MASCOMA WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.