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| Mascoma Wealth Management LLC
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| |
|---|---|
| CRD # | 174907 |
| SEC # | 801-80982 |
| CIK # | 0001695664 |
| AUM | $435.3 MM (2024-02-15) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 603-676-8813 |
| Address | 80 South Main Street Hanover, NH 03755 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.0 | |
| SPEM | 3.9 | ||
| MSFT | 1,918,222.4 | 3.1 | |
| AMZN | 1,092,997.8 | 1.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 555 | 112.4 |
| (b) Individuals (high net worth individuals) | 125 | 259.5 |
| (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 | 2.8 |
| (h) Charitable organizations | 34 | 38.1 |
| (i) State or municipal government entities | 3 | 14.0 |
| (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 | 8 | 4.3 |
| (n) Other | 7 | 4.2 |
| Total | 1,432 | 435.3 |
| By Discretionary | ||
| Discretionary | 1,300 | 393.7 |
| Non-Discretionary | 132 | 41.6 |
| Total | 1,432 | 435.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 435.3 | |
| Total | 1,432 | 435.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001695664] |
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|---|---|---|
|
Stewart Wealth Management Inc
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CA | 0.4 |
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Impact Capital Partners LLC
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CO | 0.4 |
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Burkett Financial Services LLC
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SC | 0.4 |
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Moss LUSE & Womble LLC
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TX | 0.4 |
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Disciplined Investments LLC
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OK | 0.4 |
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Monument Capital Management LLC
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VA | 0.4 |
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Asset Management for Professionals Inc
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WI | 0.4 |
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Midwest Financial Group LLC
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KS | 0.4 |
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Eaton Financial Holdings Company LLC
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FL | 0.4 |
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Clare Market Investments LLC
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TX | 0.4 |