Mascoma Wealth Management LLC
● SEC registered since 2015CRD 174907SEC# 801-80982Hanover, NH
Reg. AUM
$567.8M
Employees
12
Accounts
1,185
Location
Hanover, NH
Mascoma Wealth Management LLC assets under management
Mascoma Wealth Management LLC is a registered investment adviser overseen by the SEC based in Hanover, NH. The firm has been registered since 2015. It reports $567.8 million in regulatory assets under management and employs 12 people.
Mascoma Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Aldrich Spencer | Chief Compliance Officer/Chief Operations Officer | Under 5% | 2023 |
| Mascoma Bank Control | Parent Company | Over 75% | 2013 |
| Zuzana Kuzelova Brochu Control | President | Under 5% | 2022 |
Frequently asked questions
How much does Mascoma Wealth Management LLC manage?
Mascoma Wealth Management LLC reports $567.8 million in regulatory assets under management on its Form ADV.
How many employees does Mascoma Wealth Management LLC have?
Mascoma Wealth Management LLC reports 12 employees.
Where is Mascoma Wealth Management LLC located?
Mascoma Wealth Management LLC is based in Hanover, NH and has been SEC-registered since 2015.
Does Mascoma Wealth Management LLC disclose fund performance?
Mascoma Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 80 South Main Street, Suite 103, Hanover, NH 03755 |
| Phone | 603-676-8813 |
| Fax | 603-643-5347 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1695664 |
| Discloses disciplinary history | No |
Regulatory AUM
$567.8M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$567.8Mregulatory AUM
Discretionary $536MNon-discretionary $31.7M