Mascoma Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hanover, NH. Its latest Form ADV filing, dated February 28, 2026, reports $568M in regulatory assets under management, 12 employees, 2 offices, and 1,185 accounts.
Assets Under Management
$568M
Employees
12
Offices
2 offices
Total Clients
477
Primary office
HANOVER, NH
80 SOUTH MAIN STREET, SUITE 103, HANOVER, NH, United States
Top client segmentIndividuals represent 62.9% of total clients.
Top client categories% of clientsClients
1
Individuals
62.9%
300
2
HNWI
25.6%
122
3
Charitable
6.1%
29
4
Irrevocable Trusts/Estates
2.3%
11
5
Corporations
1.7%
8
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$568Mas of February 28, 2026
Discretionary94.4%
$536M
94% of total RAUM94.4%
Non-discretionary5.6%
$32M
6% of total RAUM5.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$568M
Total Accounts1,185
10Y AUM Change+$367M (+182.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee40:1
10Y Employee Change+6 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.