Ticino Wealth

Overview

Ticino Wealth is an independent registered investment adviser organized as an LLC and owned by an individual. The firm works primarily with individual and family clients, charging fees as a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Ticino Wealth does not position itself as an active ESG investor and is not set up as a multi-state adviser. The firm’s registration with the SEC is listed as 2025. Its investment posture favors equities as the primary exposure, supplemented by external alternative placements and insurance products. Custody is consolidated with a single large custodian, indicating a centralized operational setup rather than multiple custodial relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives