Mascagni Wealth Management, Inc.
- Regulatory AUM
- $425M
- Discretionary
- $425M
- Clients
- 736
- Avg AUM / client
- $577K
- Accounts
- 1,948
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 598 | $153M | 36.1% |
| High net worth individuals | 113 | $257M | 60.4% |
| Charitable organizations | 6 | $11.1M | 2.61% |
| Corporations and other businesses | 19 | $3.6M | 0.85% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southern States Utility Trailer Sales, Inc. 401(k) Retirement Plan Southern States Utility Trailer Sales, Inc. | 2024 | |
| Nexus Therapy Management, Llc Employees Savings Trust Nexus Therapy Management, Llc | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Julius Randall Mascagni | President, Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operations Officer | CFP | Sep 1990 (36y) | 75% or more |
| Matthew Patrick Brown | Vice President Of Financial Planning | CFP | Jan 2010 (17y) | Less than 5% |
| Sanders, Julie, Kay | Vice President Of Client Services And Operations | Jan 2010 (17y) | Less than 5% | |
| Collin Monroe Mascagni | Registered representative | Jun 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southern States Utility Trailer Sales, Inc. 401(k) Retirement Plan | Southern States Utility Trailer Sales, Inc. | 135 | $12.3M | 01/01/2024 |
| Nexus Therapy Management, Llc Employees Savings Trust | Nexus Therapy Management, Llc | 131 | $3.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 869 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $411M (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗