MASCAGNI WEALTH MANAGEMENT, INC.
CRD #115046 SEC #801-110839 CLINTON, MS 601-925-8099
SEC Registered
Total AUM
$365.5M
Discretionary
$365.5M
Employees
6
Clients
1
Accounts
1,847
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $365.5M | $365.5M | $0 | 6 | 0 |
| Oct 2025 | $365.5M | $365.5M | $0 | 6 | 0 |
| Mar 2025 | $365.5M | $365.5M | $0 | 6 | 0 |
| Mar 2024 | $313.4M | $313.4M | $0 | 5 | 0 |
| Mar 2023 | $255.7M | $255.7M | $0 | 4 | 0 |
| Nov 2022 | $301.7M | $301.7M | $0 | 4 | 0 |
| Mar 2022 | $301.7M | $301.7M | $0 | 4 | 0 |
| Apr 2021 | $254M | $254M | $0 | 4 | 0 |
| Mar 2021 | $254M | $254M | $0 | 4 | 0 |
| Jun 2020 | $201.4M | $201.4M | $0 | 4 | 0 |
| Jun 2020 | $201.4M | $201.4M | $0 | 4 | 0 |
| Mar 2020 | $201.4M | $201.4M | $0 | 4 | 0 |
| Sep 2019 | $155.7M | $155.7M | $0 | 4 | 0 |
| Mar 2019 | $155.7M | $155.7M | $0 | 4 | 0 |
| Apr 2018 | $186.9M | $153.9M | $32.9M | 4 | 16 |
| Mar 2018 | $186.9M | $153.9M | $32.9M | 4 | 16 |
| Jun 2017 | $200.1M | $132M | $68.1M | 4 | 700 |
| Jun 2017 | $200.1M | $132M | $68.1M | 4 | 700 |
| Mar 2012 | $114.3M | $0 | $114.3M | 1 | 382 |
| Apr 2011 | $111.7M | $0 | $111.7M | 5 | -- |
| Aug 2010 | $103.9M | $0 | $103.9M | 5 | -- |
| Nov 2007 | $94.5M | $0 | $94.5M | 5 | -- |
| Mar 2007 | $94.5M | $0 | $94.5M | 5 | -- |
| Feb 2006 | $90M | $0 | $90M | 5 | -- |
| Sep 2005 | $78.2M | $0 | $78.2M | 5 | -- |
| Feb 2005 | $78.2M | $0 | $78.2M | 5 | -- |
DateOct 2025
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2025
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$365.5M
Discretionary$365.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$313.4M
Discretionary$313.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$255.7M
Discretionary$255.7M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$301.7M
Discretionary$301.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$301.7M
Discretionary$301.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$254M
Discretionary$254M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$254M
Discretionary$254M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$201.4M
Discretionary$201.4M
Non-Disc.$0
Employees4
Clients0
DateSep 2019
Total AUM$155.7M
Discretionary$155.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$155.7M
Discretionary$155.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$186.9M
Discretionary$153.9M
Non-Disc.$32.9M
Employees4
Clients16
DateMar 2018
Total AUM$186.9M
Discretionary$153.9M
Non-Disc.$32.9M
Employees4
Clients16
DateJun 2017
Total AUM$200.1M
Discretionary$132M
Non-Disc.$68.1M
Employees4
Clients700
DateJun 2017
Total AUM$200.1M
Discretionary$132M
Non-Disc.$68.1M
Employees4
Clients700
DateMar 2012
Total AUM$114.3M
Discretionary$0
Non-Disc.$114.3M
Employees1
Clients382
DateApr 2011
Total AUM$111.7M
Discretionary$0
Non-Disc.$111.7M
Employees5
Clients--
DateAug 2010
Total AUM$103.9M
Discretionary$0
Non-Disc.$103.9M
Employees5
Clients--
DateNov 2007
Total AUM$94.5M
Discretionary$0
Non-Disc.$94.5M
Employees5
Clients--
DateMar 2007
Total AUM$94.5M
Discretionary$0
Non-Disc.$94.5M
Employees5
Clients--
DateFeb 2006
Total AUM$90M
Discretionary$0
Non-Disc.$90M
Employees5
Clients--
DateSep 2005
Total AUM$78.2M
Discretionary$0
Non-Disc.$78.2M
Employees5
Clients--
DateFeb 2005
Total AUM$78.2M
Discretionary$0
Non-Disc.$78.2M
Employees5
Clients--