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| Happy Holidays!! thanks for using AUM13F!! |
| Mascoma Wealth Management LLC
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|---|---|
| CRD # | 174907 |
| SEC # | 801-80982 |
| CIK # | 0001695664 |
| AUM | $504.7 M (2025-04-08) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 603-676-8813 |
| Address | 80 South Main Street Hanover, NH 03755 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 4.9 | ||
| Apple Inc | 4.7 | ||
| Microsoft Corp | 4.0 | ||
| Alcoa Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 298 | 122.3 |
| (b) Individuals (high net worth individuals) | 127 | 282.5 |
| (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 | 3 | 3.1 |
| (h) Charitable organizations | 33 | 42.2 |
| (i) State or municipal government entities | 3 | 15.6 |
| (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 | 10 | 30.0 |
| (n) Other | 9 | 9.0 |
| Total | 1,127 | 504.7 |
| By Discretionary | ||
| Discretionary | 1,034 | 465.2 |
| Non-Discretionary | 93 | 39.5 |
| Total | 1,127 | 504.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.7 | |
| United States Persons | 501.0 | |
| Total | 1,127 | 504.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001695664] |
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