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 registered investment adviser organized as an LLC and listed as SEC-registered in 2025. The firm is owned by an individual and serves primarily individual and family clients. Its advisory mandate centers on fee-based portfolio management (percentage of AUM) together with financial planning and pension consulting for individuals and small businesses. Ticino Wealth does not position itself as a capital allocator and is not described as pursuing active ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

    Ivanna Berrio Paeva

    Operations Manager and Chief Compliance OfficerCRD 6859725

Contacts

2 of 2
  • Jordan Masciorini

    Jordan Masciorini

    Senior Wealth AdvisorCRD 7028779

  • Michael Masciorini

    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 43

Active vs passive

$165M in ETFs

Passive

100%

$165M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGSB)BlackRockPassiveShort Term Bond$12.2M233,4477.42%
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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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