|
⚲
|
| Mascoma Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 174907 |
| SEC # | 801-80982 |
| CIK # | 0001695664 |
| AUM | $421.8 MM (2023-03-15) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 603-676-8813 |
| Address | 80 South Main Street Hanover, NH 03755 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001695664 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 5.9 | |
| Microsoft Corp | 1,918,222.4 | 2.3 | |
| Verizon Communications Inc | 211,914.0 | 2.3 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 690 | 149.9 |
| (b) Individuals (high net worth individuals) | 116 | 211.9 |
| (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 | 1 | 2.0 |
| (h) Charitable organizations | 25 | 23.2 |
| (i) State or municipal government entities | 3 | 12.3 |
| (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 | 20 | 20.2 |
| (n) Other | 7 | 2.3 |
| Total | 1,547 | 421.8 |
| By Discretionary | ||
| Discretionary | 1,383 | 362.9 |
| Non-Discretionary | 164 | 58.8 |
| Total | 1,547 | 421.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.1 | |
| United States Persons | 403.7 | |
| Total | 1,547 | 421.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001695664] |
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|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc
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NY | 0.4 |
|
Sensible Money LLC
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AZ | 0.4 |
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Timber Creek Capital Management LLC
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Prairie Wealth Advisors Inc
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NE | 0.4 |
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Pinnacle Financial Group LLC
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IL | 0.4 |
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Briggs Advisory Group Inc
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Keel Capital AB
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0.4 | |
|
Silverlake Wealth Management LLC
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VT | 0.4 |
|
Affiliated Private Investors LLC
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FL | 0.4 |
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Mattern Wealth Management LLC
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KS | 0.4 |