MASCOMA WEALTH MANAGEMENT LLC
Legal name: MASCOMA WEALTH MANAGEMENT
CRD #174907 SEC #801-80982 HANOVER, NH 603-676-8813
SEC Registered
Total AUM
$504.7M
Discretionary
$465.2M
Employees
14
Clients
51
Accounts
1,127
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $504.7M | $465.2M | $39.5M | 14 | 4 |
| Sep 2025 | $504.7M | $465.2M | $39.5M | 14 | 4 |
| Apr 2025 | $504.7M | $465.2M | $39.5M | 14 | 4 |
| Mar 2025 | $504.7M | $465.2M | $39.5M | 14 | 4 |
| Sep 2024 | $435.3M | $393.7M | $41.6M | 9 | 3 |
| Apr 2024 | $435.3M | $393.7M | $41.6M | 9 | 3 |
| Feb 2024 | $435.3M | $393.7M | $41.6M | 9 | 3 |
| Dec 2023 | $421.8M | $362.9M | $58.8M | 8 | 3 |
| May 2023 | $421.8M | $362.9M | $58.8M | 8 | 3 |
| Mar 2023 | $421.8M | $362.9M | $58.8M | 8 | 3 |
| Jun 2022 | $381.4M | $340.6M | $40.8M | 10 | 0 |
| Mar 2022 | $381.4M | $340.6M | $40.8M | 10 | 0 |
| Sep 2021 | $304.3M | $259.1M | $45.2M | 8 | 0 |
| Mar 2021 | $304.3M | $259.1M | $45.2M | 8 | 0 |
| Aug 2020 | $265.9M | $227.3M | $38.6M | 6 | 0 |
| Jun 2020 | $265.9M | $227.3M | $38.6M | 6 | 0 |
| Feb 2020 | $265.9M | $227.3M | $38.6M | 6 | 0 |
| Jul 2019 | $206M | $174.4M | $31.6M | 6 | 0 |
| Mar 2019 | $206M | $174.4M | $31.6M | 6 | 0 |
| Mar 2019 | $206M | $174.4M | $31.6M | 6 | 0 |
| Jul 2018 | $217.4M | $164.4M | $53M | 7 | 0 |
| Mar 2018 | $217.4M | $164.4M | $53M | 7 | 0 |
| Jan 2018 | $217.4M | $164.4M | $53M | 7 | 0 |
| Feb 2017 | $201.1M | $149.3M | $51.9M | 6 | 200 |
| Sep 2016 | $127.6M | $108.6M | $19M | 4 | 200 |
| May 2016 | $127.6M | $108.6M | $19M | 5 | 200 |
| Mar 2016 | $127.6M | $108.6M | $19M | 5 | 200 |
| Feb 2016 | $127.6M | $108.6M | $19M | 5 | 200 |
| May 2015 | $109.4M | $97.2M | $12.2M | 5 | 100 |
| Apr 2015 | $109.4M | $97.2M | $12.2M | 5 | 100 |
| Apr 2015 | $109.4M | $97.2M | $12.2M | 5 | 100 |
| Mar 2015 | $109.4M | $97.2M | $12.2M | 5 | 100 |
| Feb 2015 | $109.4M | $97.2M | $12.2M | 5 | 100 |
| Feb 2015 | $109.4M | $97.2M | $12.2M | 5 | 100 |
DateDec 2025
Total AUM$504.7M
Discretionary$465.2M
Non-Disc.$39.5M
Employees14
Clients4
DateSep 2025
Total AUM$504.7M
Discretionary$465.2M
Non-Disc.$39.5M
Employees14
Clients4
DateApr 2025
Total AUM$504.7M
Discretionary$465.2M
Non-Disc.$39.5M
Employees14
Clients4
DateMar 2025
Total AUM$504.7M
Discretionary$465.2M
Non-Disc.$39.5M
Employees14
Clients4
DateSep 2024
Total AUM$435.3M
Discretionary$393.7M
Non-Disc.$41.6M
Employees9
Clients3
DateApr 2024
Total AUM$435.3M
Discretionary$393.7M
Non-Disc.$41.6M
Employees9
Clients3
DateFeb 2024
Total AUM$435.3M
Discretionary$393.7M
Non-Disc.$41.6M
Employees9
Clients3
DateDec 2023
Total AUM$421.8M
Discretionary$362.9M
Non-Disc.$58.8M
Employees8
Clients3
DateMay 2023
Total AUM$421.8M
Discretionary$362.9M
Non-Disc.$58.8M
Employees8
Clients3
DateMar 2023
Total AUM$421.8M
Discretionary$362.9M
Non-Disc.$58.8M
Employees8
Clients3
DateJun 2022
Total AUM$381.4M
Discretionary$340.6M
Non-Disc.$40.8M
Employees10
Clients0
DateMar 2022
Total AUM$381.4M
Discretionary$340.6M
Non-Disc.$40.8M
Employees10
Clients0
DateSep 2021
Total AUM$304.3M
Discretionary$259.1M
Non-Disc.$45.2M
Employees8
Clients0
DateMar 2021
Total AUM$304.3M
Discretionary$259.1M
Non-Disc.$45.2M
Employees8
Clients0
DateAug 2020
Total AUM$265.9M
Discretionary$227.3M
Non-Disc.$38.6M
Employees6
Clients0
DateJun 2020
Total AUM$265.9M
Discretionary$227.3M
Non-Disc.$38.6M
Employees6
Clients0
DateFeb 2020
Total AUM$265.9M
Discretionary$227.3M
Non-Disc.$38.6M
Employees6
Clients0
DateJul 2019
Total AUM$206M
Discretionary$174.4M
Non-Disc.$31.6M
Employees6
Clients0
DateMar 2019
Total AUM$206M
Discretionary$174.4M
Non-Disc.$31.6M
Employees6
Clients0
DateMar 2019
Total AUM$206M
Discretionary$174.4M
Non-Disc.$31.6M
Employees6
Clients0
DateJul 2018
Total AUM$217.4M
Discretionary$164.4M
Non-Disc.$53M
Employees7
Clients0
DateMar 2018
Total AUM$217.4M
Discretionary$164.4M
Non-Disc.$53M
Employees7
Clients0
DateJan 2018
Total AUM$217.4M
Discretionary$164.4M
Non-Disc.$53M
Employees7
Clients0
DateFeb 2017
Total AUM$201.1M
Discretionary$149.3M
Non-Disc.$51.9M
Employees6
Clients200
DateSep 2016
Total AUM$127.6M
Discretionary$108.6M
Non-Disc.$19M
Employees4
Clients200
DateMay 2016
Total AUM$127.6M
Discretionary$108.6M
Non-Disc.$19M
Employees5
Clients200
DateMar 2016
Total AUM$127.6M
Discretionary$108.6M
Non-Disc.$19M
Employees5
Clients200
DateFeb 2016
Total AUM$127.6M
Discretionary$108.6M
Non-Disc.$19M
Employees5
Clients200
DateMay 2015
Total AUM$109.4M
Discretionary$97.2M
Non-Disc.$12.2M
Employees5
Clients100
DateApr 2015
Total AUM$109.4M
Discretionary$97.2M
Non-Disc.$12.2M
Employees5
Clients100
DateApr 2015
Total AUM$109.4M
Discretionary$97.2M
Non-Disc.$12.2M
Employees5
Clients100
DateMar 2015
Total AUM$109.4M
Discretionary$97.2M
Non-Disc.$12.2M
Employees5
Clients100
DateFeb 2015
Total AUM$109.4M
Discretionary$97.2M
Non-Disc.$12.2M
Employees5
Clients100
DateFeb 2015
Total AUM$109.4M
Discretionary$97.2M
Non-Disc.$12.2M
Employees5
Clients100