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⚲
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| Mascagni Wealth Management Inc
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|
|
|---|---|
| CRD # | 115046 |
| SEC # | 801-110839 |
| CIK # | 0002063074 |
| AUM | $365.5 M (2025-03-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 601-925-8099 |
| Address | 205 E Main Street Clinton, MS 39056 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.6 | ||
| Microsoft Corp | 4.3 | ||
| Apple Inc | 4.2 | ||
| Facebook Inc | 2.7 | ||
| Amazon Com Inc | 1.9 | ||
| Palantir Technologies Inc | 1.5 | ||
| Broadcom Inc | 1.3 | ||
| Stryker Corp | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 565 | 138.8 |
| (b) Individuals (high net worth individuals) | 104 | 214.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 7.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 4.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,847 | 365.5 |
| By Discretionary | ||
| Discretionary | 1,847 | 365.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,847 | 365.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 365.5 | |
| Total | 1,847 | 365.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002063074] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DEW Point Capital Inc
✚
|
CA | 0.4 |
|
Robinswood Financial LLC
✚
|
WA | 0.4 |
|
Congress Park Capital LLC
✚
|
NY | 0.4 |
|
Financial Consultants & Advisory Corporation
✚
|
IN | 0.4 |
|
Exeter Financial LLC
✚
|
AZ | 0.4 |
|
KKM Financial LLC
✚
|
IL | 0.4 |
|
LCM Capital Management Inc
✚
|
IL | 0.4 |
|
Quaker Wealth Management LLC
✚
|
NJ | 0.4 |
|
The David J Yvars Group Inc
✚
|
0.4 | |
|
Tealwood Asset Management Inc
✚
|
MN | 0.4 |