Masso Torrence Wealth Management Inc.

CRD 311097SEC# 801-119843Marlton, NJ

No longer SEC-registered. Masso Torrence Wealth Management Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.

Reg. AUM

$326.5M

Employees

Accounts

636

Location

Marlton, NJ

Masso Torrence Wealth Management Inc. assets under management

Masso Torrence Wealth Management Inc. is an investment advisory firm registered with the SEC based in Marlton, NJ. It reports $326.5 million in regulatory assets under management and employs 5 people.

View on SEC.gov ↗

Masso Torrence Wealth Management Inc. owners & executives

3 reported

Name	Title	Ownership	Since
Christopher Joseph Masso Control	Managing Partner	25-50%	2020
John Martin Torrence Control	Managing Partner And Chief Compliance Officer	25-50%	2020
Nicholas Paul Pantle Control	Managing Member	25-50%	2025

Frequently asked questions

How much does Masso Torrence Wealth Management Inc. manage?

Masso Torrence Wealth Management Inc. reports $326.5 million in regulatory assets under management on its Form ADV.

How many employees does Masso Torrence Wealth Management Inc. have?

Masso Torrence Wealth Management Inc. reports 5 employees.

Where is Masso Torrence Wealth Management Inc. located?

Masso Torrence Wealth Management Inc. is based in Marlton, NJ.

Does Masso Torrence Wealth Management Inc. disclose fund performance?

Masso Torrence 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	270 N Elmwood Road, Suite H-160, Marlton, NJ 08053
Office hours	9:00a.m. To 5:00p.m.
Discloses disciplinary history	No

Regulatory AUM

$326.5MNo change

Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 60%

Larger than 40% of 16,271 advisers

EmployeesTop 62%

More than 38% of 16,825 advisers

Assets under management

$326.5Mregulatory AUM

Discretionary $326.5M