Ticino Wealth LLC
● SEC registered since 2025CRD 335808SEC# 801-133742Mission Viejo, CA
Reg. AUM
$400.2M
Employees
4
Accounts
775
Location
Mission Viejo, CA
Ticino Wealth LLC assets under management
Ticino Wealth LLC is an SEC-registered investment adviser based in Mission Viejo, CA. The firm has been registered since 2025. It reports $400.2 million in regulatory assets under management and employs 4 people.
Ticino Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ivanna Jhonovna Berrio Paeva Control | Chief Compliance Officer | Under 5% | 2025 |
| Jordan Michael Masciorini Control | Member | Under 5% | 2025 |
| Michael Joseph Masciorini Control | Managing Member | Over 75% | 2025 |
Frequently asked questions
How much does Ticino Wealth LLC manage?
Ticino Wealth LLC reports $400.2 million in regulatory assets under management on its Form ADV.
How many employees does Ticino Wealth LLC have?
Ticino Wealth LLC reports 4 employees.
Where is Ticino Wealth LLC located?
Ticino Wealth LLC is based in Mission Viejo, CA and has been SEC-registered since 2025.
Does Ticino Wealth LLC disclose fund performance?
Ticino Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 27201 Puerta Real, Suite #410, Mission Viejo, CA 92691 |
| Phone | 949-427-8104 |
| Office hours | 6:30 a.m. - 4:00 p.m. Pt |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2105416 |
| Discloses disciplinary history | No |
Regulatory AUM
$400.2M▲ 1%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$400.2Mregulatory AUM
Discretionary $357.7MNon-discretionary $42.5M