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Ticino Wealth LLC

● SEC registered since 2025CRD 335808SEC# 801-133742Mission Viejo, CA
Export (members)
Reg. AUM
Employees
4
Accounts
Location
Mission Viejo, CA

Ticino Wealth LLC assets under management

Ticino Wealth LLC is an SEC-registered investment adviser based in Mission Viejo, CA. The firm has been registered since 2025. It employs 4 people.

Ticino Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Ivanna Jhonovna Berrio Paeva ControlChief Compliance OfficerUnder 5%2025
Jordan Michael Masciorini ControlMemberUnder 5%2025
Michael Joseph Masciorini ControlManaging MemberOver 75%2025

Frequently asked questions

How many employees does Ticino Wealth LLC have?

Ticino Wealth LLC reports 4 employees.

Where is Ticino Wealth LLC located?

Ticino Wealth LLC is based in Mission Viejo, CA and has been SEC-registered since 2025.

Does Ticino Wealth LLC disclose fund performance?

Ticino Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address27201 Puerta Real, Suite #410, Mission Viejo, CA 92691
Phone949-427-8104
Office hours7:00 a.m. - 4:00 p.m. Pt
SEC regionLos Angeles Regional Office (LARO)
CIK2105416
Discloses disciplinary historyNo