SourcingSourcing

TICINO WEALTH LLC

B65
CRD 335808·SEC 801-133742·MISSION VIEJO, CA
AUM
$400.2M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TICINO WEALTH LLC
CRD
335808
SEC file #
801-133742
EIN
—
DBA names
Ticino Wealth

Economics

AUM
$400.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$395.2M → $400.2M▲ +1%
Client mix
Individuals Other177
Individuals High Net Worth119

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
MISSION VIEJO CA
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
ticinowealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MASCIORINI, MICHAEL, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MASCIORINI, MICHAEL, JOSEPH
BERRIO PAEVA, IVANNA, JHONOVNA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TICINOWEALTH.COM
Rdap Domain Creation Date
2024-11-26T17:55:28Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3866
Soi Zip Pct 200k Plus
0.1471
Soi Zip Returns 200k Plus
3,450
Soi Zip Total AGI
2,596,143
Fdic Zip Total Deposits
37,294,728,000
Fdic Zip Branch Count
423
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Wells Fargo6
E*trade4
Fdic Zip Branches Raw
First Interstate Bank of CaliforniaMission Viejo, CA
Home Savings of America, FSBMission Viejo, CA
Fdic Zip HHI
1058.67
Fdic Zip Top Bank Share Pct
18.95
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-26T17:55:28Z
Rdap Domain Last Changed
2024-11-26T17:55:28Z
Rdap Nameservers
Ns09.domaincontrol.comNs10.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI62,147
Returns5,150
Stub 2
AGI146,934
Returns3,960
Stub 3
AGI181,796
Returns2,940
Soi Zip Total Business Income
74,683
Soi Zip Total Cap Gains
107,414
Soi Zip Total Dividends
38,468
Soi Zip Total Returns
23,460
Top Owner CRD
1810458
Trust Company Affiliate
No

People (3)

3
MASCIORINI, MICHAEL, JOSEPH
IAR · Direct Owner · 87.5%
1810458
MASCIORINI, JORDAN, MICHAEL
IAR · Executive Officer · 2.5%
7028779
BERRIO PAEVA, IVANNA, JHONOVNA
IAR · Executive Officer · 2.5%
6859725