MASSO TORRENCE WEALTH MANAGEMENT INC.
CRD #311097 SEC #801-119843 MARLTON, NJ (856) 988-6664
SEC Registered
Total AUM
$326.5M
Discretionary
$326.5M
Employees
5
Clients
10
Accounts
636
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $326.5M | $326.5M | $0 | 5 | 0 |
| Feb 2025 | $326.5M | $326.5M | $0 | 5 | 0 |
| Jan 2024 | $248.5M | $248.5M | $0 | 5 | 0 |
| Feb 2023 | $199.1M | $199.1M | $0 | 5 | 0 |
| Jan 2022 | $360.3M | $221.3M | $139M | 5 | 0 |
| Dec 2021 | $324.3M | $205.7M | $118.6M | 5 | 0 |
| Nov 2021 | $324.3M | $205.7M | $118.6M | 5 | 0 |
| Sep 2021 | $324.3M | $205.7M | $118.6M | 5 | 0 |
| Jul 2021 | $324.3M | $205.7M | $118.6M | 5 | 0 |
| Jul 2021 | $324.3M | $205.7M | $118.6M | 5 | 0 |
| Jun 2021 | $324.3M | $205.7M | $118.6M | 5 | 0 |
| Jun 2021 | $324.3M | $205.7M | $118.6M | 5 | 0 |
| Apr 2021 | $324.3M | $205.7M | $118.6M | 5 | 0 |
| Apr 2021 | $324.3M | $205.7M | $118.6M | 5 | 0 |
| Mar 2021 | $324.3M | $205.7M | $118.6M | 5 | 0 |
| Dec 2020 | $0 | $0 | $0 | 5 | 0 |
| Dec 2020 | $0 | $0 | $0 | 5 | 0 |
| Nov 2020 | $0 | $0 | $0 | 5 | 0 |
| Oct 2020 | $0 | $0 | $0 | 5 | 0 |
DateApr 2025
Total AUM$326.5M
Discretionary$326.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$326.5M
Discretionary$326.5M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$248.5M
Discretionary$248.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2023
Total AUM$199.1M
Discretionary$199.1M
Non-Disc.$0
Employees5
Clients0
DateJan 2022
Total AUM$360.3M
Discretionary$221.3M
Non-Disc.$139M
Employees5
Clients0
DateDec 2021
Total AUM$324.3M
Discretionary$205.7M
Non-Disc.$118.6M
Employees5
Clients0
DateNov 2021
Total AUM$324.3M
Discretionary$205.7M
Non-Disc.$118.6M
Employees5
Clients0
DateSep 2021
Total AUM$324.3M
Discretionary$205.7M
Non-Disc.$118.6M
Employees5
Clients0
DateJul 2021
Total AUM$324.3M
Discretionary$205.7M
Non-Disc.$118.6M
Employees5
Clients0
DateJul 2021
Total AUM$324.3M
Discretionary$205.7M
Non-Disc.$118.6M
Employees5
Clients0
DateJun 2021
Total AUM$324.3M
Discretionary$205.7M
Non-Disc.$118.6M
Employees5
Clients0
DateJun 2021
Total AUM$324.3M
Discretionary$205.7M
Non-Disc.$118.6M
Employees5
Clients0
DateApr 2021
Total AUM$324.3M
Discretionary$205.7M
Non-Disc.$118.6M
Employees5
Clients0
DateApr 2021
Total AUM$324.3M
Discretionary$205.7M
Non-Disc.$118.6M
Employees5
Clients0
DateMar 2021
Total AUM$324.3M
Discretionary$205.7M
Non-Disc.$118.6M
Employees5
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0