Mascagni Wealth Management, Inc.
● SEC registered since 2017CRD 115046SEC# 801-110839Clinton, MS
Reg. AUM
$424.5M
Employees
6
Accounts
1,948
Location
Clinton, MS
Mascagni Wealth Management, Inc. assets under management
Mascagni Wealth Management, Inc. operates as an SEC-registered investment adviser based in Clinton, MS. The firm has been registered since 2017. It reports $424.5 million in regulatory assets under management and employs 6 people.
Mascagni Wealth Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julie Kay Sanders | Vice President Of Client Services And Operations | Under 5% | 2010 |
| Julius Randall Mascagni Control | President, Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operations Officer | Over 75% | 1990 |
| Matthew Patrick Brown | Vice President Of Financial Planning | Under 5% | 2010 |
Frequently asked questions
How much does Mascagni Wealth Management, Inc. manage?
Mascagni Wealth Management, Inc. reports $424.5 million in regulatory assets under management on its Form ADV.
How many employees does Mascagni Wealth Management, Inc. have?
Mascagni Wealth Management, Inc. reports 6 employees.
Where is Mascagni Wealth Management, Inc. located?
Mascagni Wealth Management, Inc. is based in Clinton, MS and has been SEC-registered since 2017.
Does Mascagni Wealth Management, Inc. disclose fund performance?
Mascagni Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 205 E. Main Street, Clinton, MS 39056 |
| Phone | 601-925-8099 |
| Fax | 601-925-8066 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$424.5M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$424.5Mregulatory AUM
Discretionary $424.5M