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| Ticino Wealth LLC
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|---|---|
| CRD # | 335808 |
| SEC # | 801-133742 |
| CIK # | 0002105416 |
| AUM | $400.2 M (2026-06-18) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 949-427-8104 |
| Address | 27201 Puerta Real Mission Viejo, CA 92691 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Scorpio Tankers Inc | 12.6 | ||
| Ardmore Shipping Corp | 10.0 | ||
| II-VI Inc | 7.4 | ||
| Analog Devices Inc | 6.9 | ||
| Cisco Systems Inc | 6.4 | ||
| Texas Instruments Inc | 5.8 | ||
| Apple Inc | 4.8 | ||
| Caterpillar Inc | 4.6 | ||
| Ares Capital Corp | 4.5 | ||
| Johnson & Johnson | 4.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 83.7 |
| (b) Individuals (high net worth individuals) | 119 | 316.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 775 | 400.2 |
| By Discretionary | ||
| Discretionary | 580 | 357.7 |
| Non-Discretionary | 195 | 42.5 |
| Total | 775 | 400.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 400.2 | |
| Total | 775 | 400.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002105416] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
H L Ormond & Company LLC
✚
|
NC | 0.4 |
|
Essential Partners LLC
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|
CA | 0.4 |
|
Insight Strategic Wealth LLC
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|
TN | 0.4 |
|
The Capital Chart ROOM Ltd
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TX | 0.4 |
|
CornerStone Financial Planning LLC
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NH | 0.4 |
|
Noble Wealth Management PBC
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|
CO | 0.4 |
|
Burns Matteson Capital Management LLC
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|
NY | 0.4 |
|
Keyes Stange & Wooten Wealth Management LLC
✚
|
FL | 0.4 |
|
Pioneer Wealth Management Group Inc
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|
TX | 0.4 |
|
Waterford Advisors LLC
✚
|
NY | 0.4 |