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| Mascoma Wealth Management LLC
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|---|---|
| CRD # | 174907 |
| SEC # | 801-80982 |
| CIK # | 0001695664 |
| AUM | 567.8 M (2026-02-28) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 603-676-8813 |
| Address | 80 South Main Street Hanover, NH 03755 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 5.9 | ||
| Apple Inc | 5.6 | ||
| Microsoft Corp | 2.9 | ||
| Alcoa Inc | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 159.4 |
| (b) Individuals (high net worth individuals) | 122 | 301.7 |
| (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 | 2 | 3.2 |
| (h) Charitable organizations | 29 | 48.2 |
| (i) State or municipal government entities | 5 | 14.8 |
| (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 | 8 | 31.2 |
| (n) Other | 11 | 9.3 |
| Total | 1,185 | 567.8 |
| By Discretionary | ||
| Discretionary | 1,100 | 536.0 |
| Non-Discretionary | 85 | 31.7 |
| Total | 1,185 | 567.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.4 | |
| United States Persons | 563.4 | |
| Total | 1,185 | 567.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001695664] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 5 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Act Wealth Management LLC
✚
|
TX | 568.8 M |
|
Freedom Investment Management Inc
✚
|
CT | 568.7 M |
|
BR Capital Advisors LLC
✚
|
FL | 568.4 M |
|
FCG Investment Company
✚
|
TN | 568.2 M |
|
Scissortail Wealth Management LLC
✚
|
OK | 568.2 M |
|
Seed Planning Group LLC
✚
|
NY | 568.0 M |
|
Liberty Square Wealth Partners LLC
✚
|
PA | 567.8 M |
|
Prentice Wealth Management LLC
✚
|
NY | 567.5 M |
|
FFG Partners LLC
✚
|
FL | 567.4 M |
|
FREC Advisers LLC
✚
|
CA | 567.2 M |