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| Mascagni Wealth Management Inc
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|---|---|
| CRD # | 115046 |
| SEC # | 801-110839 |
| CIK # | 0002063074 |
| AUM | 424.5 M (2026-03-27) |
| 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 | 6.0 | ||
| Apple Inc | 5.1 | ||
| Microsoft Corp | 3.5 | ||
| Facebook Inc | 2.1 | ||
| Amazon Com Inc | 1.9 | ||
| Palantir Technologies Inc | 1.8 | ||
| Broadcom Inc | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 598 | 153.2 |
| (b) Individuals (high net worth individuals) | 113 | 256.6 |
| (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 | 6 | 11.1 |
| (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 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,948 | 424.5 |
| By Discretionary | ||
| Discretionary | 1,948 | 424.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,948 | 424.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 424.5 | |
| Total | 1,948 | 424.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002063074] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Buttonwood Wealth LLC
✚
|
VA | 425.3 M |
|
Trinity Wealth Management LLC
✚
|
PA | 425.2 M |
|
Lifemark Securities Corp
✚
|
NY | 424.9 M |
|
Macdougall Financial Counseling
✚
|
PA | 424.8 M |
|
Syrios Wealth Management Group Inc
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|
CA | 424.6 M |
|
Hayek Kallen Investment Management LLC
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|
AL | 424.4 M |
|
Blackdiamond Wealth Management LLC
✚
|
NY | 424.0 M |
|
First City Capital Management Inc
✚
|
GA | 423.7 M |
|
Castle Coast Wealth LLC
✚
|
CA | 423.7 M |
|
Geneva Partners LLC
✚
|
WI | 423.6 M |