RIA Intelligence

TICINO WEALTH LLC

Legal name: TICINO WEALTH

CRD #335808 SEC #801-133742 MISSION VIEJO, CA 949-427-8104
SEC Registered
Total AUM
$395.2M
Discretionary
$352.1M
Employees
4
Clients
0
Accounts
772

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 16, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERRIO PAEVA, IVANNA, JHONOVNAICHIEF COMPLIANCE OFFICERNA Control
BERRIO PAEVA, IVANNA, JHONOVNAICHIEF COMPLIANCE OFFICERNA Control
MASCIORINI, JORDAN, MICHAELIMEMBERNA Control
MASCIORINI, JORDAN, MICHAELIMEMBERNA Control
MASCIORINI, MICHAEL, JOSEPHIMANAGING MEMBERE Control
MASCIORINI, MICHAEL, JOSEPHIMANAGING MEMBERE Control

Registrations

Federal

IA
Oct 16, 2025 REGISTERED

Notice Filings (10)

AZ CA IA ID LA NC SC TX UT WA

Address

27201 PUERTA REAL
SUITE #410
MISSION VIEJO, CA 92691
United States
Phone: 949-427-8104