TICINO WEALTH

RIASEC RegisteredEst. 2025
Total AUM
$400M
Discretionary
$358M
89% of AUM
Avg account
$516K
Accounts
775
Employees
4
Advisory reps
3

Firm details

Headquarters
MISSION VIEJO, California
CRD number
335808
Registered since
June 23, 2025
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM
Client types
  • HNWI79.1%
  • Individuals20.9%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Ticino Wealth is an independent RIA structured as an LLC that serves individual and family clients under a percentage-of-AUM fee model. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its registered activity profile shows a clear tilt toward traditional discretionary wealth management rather than ESG-driven strategies or multi-state advisory expansion. Investment activity emphasizes exchange-traded equities as the primary vehicle, with supplemental allocations to private placements, real estate, annuities and mutual funds. Custody is consolidated at a single provider, which supports a centralized operating model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 35%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 3%, US Government Bonds 1%, State & Local Bonds 1%, Derivatives 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds35%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Owners & executives

1 of 1
  • IVANNA BERRIO PAEVA

    Operations Manager and Chief Compliance OfficerCRD 6859725

Contacts

2 of 2
  • JORDAN MASCIORINI

    Senior Wealth AdvisorCRD 7028779

  • MICHAEL MASCIORINI

    Managing DirectorCRD 1810458

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$126M in ETFs

Passive

100%

$126M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$11.4M15,9139.06%

Location

Primary office

MISSION VIEJO, CA

ORANGE

Location

MISSION VIEJO, CA

Headquartered in MISSION VIEJO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
27201 Puerta Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth