Ticino Wealth
Ticino Wealth is an SEC-registered wealth manager in Mission Viejo, CA with $400.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Ticino Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 335808, SEC 801-133742, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $400.2M (2026-06-18)
- Firm type
- Wealth Manager
- Location
- Mission Viejo, CA
- Employees
- 4
- Clients
- 296
- CRD
- 335808
- Ownership
- BERRIO PAEVA, IVANNA, JHONOVNA; MASCIORINI, MICHAEL, JOSEPH; MASCIORINI, JORDAN, MICHAEL
How much AUM does Ticino Wealth have?
Ticino Wealth reported $400.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Ticino Wealth?
Disclosed owners and executives of Ticino Wealth include BERRIO PAEVA, IVANNA, JHONOVNA, MASCIORINI, MICHAEL, JOSEPH, MASCIORINI, JORDAN, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.