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| Happy Holidays!! thanks for using AUM13F!! |
| Masso Torrence Wealth Management Inc
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|---|---|
| CRD # | 311097 |
| SEC # | 801-119843 |
| CIK # | 0001903153 |
| AUM | $326.5 M (2025-04-21) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 856-988-6664 |
| Address | 270 N Elmwood Road Marlton, NJ 08053 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 25.4 | ||
| Apple Inc | 12.3 | ||
| Broadcom Inc | 7.1 | ||
| Microsoft Corp | 7.0 | ||
| Amazon Com Inc | 6.7 | ||
| Alphabet Inc | 4.3 | ||
| Accenture PLC | 4.1 | ||
| J P Morgan Chase & Co | 2.8 | ||
| Intuitive Surgical Inc | 2.7 | ||
| Netflix Inc | 2.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 39.3 |
| (b) Individuals (high net worth individuals) | 97 | 251.5 |
| (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 | 10 | 26.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 6 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 636 | 326.5 |
| By Discretionary | ||
| Discretionary | 636 | 326.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 636 | 326.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.5 | |
| Total | 636 | 326.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001903153] |
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