Mascoma Wealth Management
Mascoma Wealth Management is an SEC-registered wealth manager in Hanover, NH with $567.8M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Mascoma Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174907, SEC 801-80982, data through 2026-02-28.
- AUM (assets under management / regulatory AUM)
- $567.8M (2026-02-28)
- Firm type
- Wealth Manager
- Location
- Hanover, NH
- Employees
- 12
- Clients
- 477
- CRD
- 174907
- Ownership
- MASCOMA BANK; BOON, ROBERT, THOMAS; COLE, FLETCHER, SCOTT; BRIGLIN, TIMOTHY, CHARLES; BOWERS, ROBERT, EDWIN
How much AUM does Mascoma Wealth Management have?
Mascoma Wealth Management reported $567.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-28).
Who owns Mascoma Wealth Management?
Disclosed owners and executives of Mascoma Wealth Management include MASCOMA BANK, BOON, ROBERT, THOMAS, COLE, FLETCHER, SCOTT, BRIGLIN, TIMOTHY, CHARLES, BOWERS, ROBERT, EDWIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.