| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Aldrich Spencer | Chief Compliance Officer/Chief Operations Officer | Under 5% | 2023 |
| Mascoma Bank Control | Parent Company | Over 75% | 2015 |
| Zuzana Kuzelova Brochu Control | President | Under 5% | 2022 |
Mascoma Wealth Management LLC reports $504.7 million in regulatory assets under management on its Form ADV.
Mascoma Wealth Management LLC reports 14 employees.
Mascoma Wealth Management LLC is based in Hanover, NH and has been SEC-registered since 2015.
Mascoma Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 80 South Main Street, Suite 103, Hanover, NH 03755 |
| Phone | 603-676-8813 |
| Fax | 603-643-5347 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1695664 |
| Discloses disciplinary history | No |
| Discretionary | $465.2M |
| Non-discretionary | $39.5M |
| Total (RAUM) | $504.7M |