MISSION VIEJO, CACRD 335808Latest ADV March 10, 2026
Ticino Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mission Viejo, CA. Its latest Form ADV filing, dated March 10, 2026, reports $400M in regulatory assets under management, 4 employees, and 775 accounts.
Assets Under Management
$400M
Employees
4
Offices
--
Total Clients
296
Primary office
MISSION VIEJO, CA
27201 PUERTA REAL, SUITE #410, MISSION VIEJO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.8% of total clients.
Top client categories% of clientsClients
1
Individuals
59.8%
177
2
HNWI
40.2%
119
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$400Mas of March 10, 2026
Discretionary89.4%
$358M
89% of total RAUM89.4%
Non-discretionary10.6%
$43M
11% of total RAUM10.6%
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.
Latest AUM$400M
Total Accounts775
10Y AUM Change+$400M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee74:1
10Y Employee Change0 (0.0%)
* 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.