Mascagni Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Mascagni Wealth Management reports 736 clients. They include 598 individual clients, 113 high-net-worth individuals, and 19 corporations and other businesses. Of its assets, 100.0% ($425M across 1,948 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $425M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 36% |
| High-net-worth individuals | 15% | 60% |
| Charitable organizations | <1% | 3% |
| Corporations and other businesses | 3% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 598 | $153M | 36.1% | $256K |
| High-net-worth individuals | 113 | $257M | 60.4% | $2.27M |
| Charitable organizations | 6 | $11.1M | 2.6% | $1.85M |
| Corporations and other businesses | 19 | $3.6M | 0.8% | $189K |
| Total | 736 | $425M | 100% | $577K |
- Clients
- 598
- Regulatory AUM
- $153M
- AUM share
- 36.1%
- Avg. per client
- $256K
- Clients
- 113
- Regulatory AUM
- $257M
- AUM share
- 60.4%
- Avg. per client
- $2.27M
- Clients
- 6
- Regulatory AUM
- $11.1M
- AUM share
- 2.6%
- Avg. per client
- $1.85M
- Clients
- 19
- Regulatory AUM
- $3.6M
- AUM share
- 0.8%
- Avg. per client
- $189K
Total
- Clients
- 736
- Regulatory AUM
- $425M
- AUM share
- 100%
- Avg. per client
- $577K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Mascagni Wealth Management charges 1.00%–1.75% a year for its Wrap Fee Program. The fee is billed in arrears and is negotiable.
Fee details and sources
Julius Mascagni owns 75% or more of Mascagni Wealth Management. Julius Mascagni is CEO; the leadership team includes President Matthew Brown. It has 6 employees, 4 of them in advisory roles.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 75% or more of Mascagni Wealth Management, Inc.
Julius Mascagni
Control person · since September 1990
- Owns 10% to 25% of Mascagni Wealth Management, Inc.
Vickie Mascagni
since September 1990
Mascagni Wealth Management’s regulatory assets grew 1.7× from $254M (April 2021) to $425M (August 2026); clients rose from 536 to 736 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $425M | 736 | 6 | 1 |
| Mar 2025March 2025 | $366M | 693 | 6 | 1 |
| Mar 2024March 2024 | $313M | 657 | 5 | 1 |
| Mar 2023March 2023 | $256M | 601 | 4 | 1 |
| Mar 2022March 2022 | $302M | 583 | 4 | 1 |
| Apr 2021April 2021 | $254M | 536 | 4 | 1 |
Besides its headquarters, Mascagni Wealth Management has 0 offices, with 1 listed address in 1 state.
Mississippi · 1 listed address
- 205 E. Main Street, ClintonHQ
Contact and registration details
- Legal name
- Mascagni Wealth Management, Inc.
- Headquarters
- 205 E. Main Street, Clinton, MS 39056
- Website
- mascagniwealth.com
- Phone
- 601-925-8099
- SEC file
- 801-110839
- Structure
- Mississippi corporation
- Fiscal year end
- December
Mascagni Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($411M). Mascagni Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $411M100%
At year end, Mascagni Wealth Management’s separately managed accounts were mostly in funds (87%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $161M across 142 positions; the largest are iShares Convertible Bond ETF (6.2%), Nvidia Corp. (4.3%) and Capital Group Dividend Value ETF (4.1%).
What the accounts hold
- Stocks11%
- Funds87%
- Cash2%
How many clients does Mascagni Wealth Management have?
Mascagni Wealth Management has 736 clients and manages $425 million for them, as of August 2026. They include 598 individual clients, 113 high-net-worth individuals, and 19 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026
What services does Mascagni Wealth Management offer?
Mascagni Wealth Management provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Mascagni Wealth Management charge?
Mascagni Wealth Management charges 1.00%–1.75% a year for its Wrap Fee Program. The fee is billed in arrears and is negotiable.
Source: FORM ADV PART 2A, APPENDIX 1 WRAP FEE PROGRAM BROCHURE, filed 27 March 2026
Which custodians does Mascagni Wealth Management use?
Mascagni Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $411M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026
How many financial advisors does Mascagni Wealth Management have?
Mascagni Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mascagni Wealth Management invest in?
At the end of its last fiscal year, Mascagni Wealth Management’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mascagni Wealth Management?
Mascagni Wealth Management’s direct owners are Julius Mascagni (75% or more) and Vickie Mascagni (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 13 August 2026
How does Mascagni Wealth Management get paid?
Mascagni Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Mascagni Wealth Management?
Mascagni Wealth Management’s main office is at 205 E. Main Street, Clinton, MS 39056. Its phone number is 601-925-8099. Its website is mascagniwealth.com.
