# Mascagni Wealth Management, Inc.

> Mascagni Wealth Management, Inc. is an SEC-registered investment advisory firm in Clinton, MS, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 13, 2026.

- CRD: 115046
- Filed as: MASCAGNI WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clinton, MS
- Filing period: October 2026
- Form ADV filing dated: August 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115046
- AdvisorCensus page: https://advisorcensus.com/firm/mascagni-wealth-management-inc-clinton-ms-115046

## Quick answers

**How is Mascagni Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Mascagni Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Mascagni Wealth Management, Inc. located?**
Mascagni Wealth Management, Inc.'s principal office is in Clinton, MS, according to its Form ADV.

**Is Mascagni Wealth Management, Inc. registered with the SEC or a state?**
Mascagni Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 115046.

**How much does Mascagni Wealth Management, Inc. manage?**
Mascagni Wealth Management, Inc. reports $424,500,000 in regulatory assets under management in its Form ADV filing dated August 13, 2026 (100% discretionary).

**How have Mascagni Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Mascagni Wealth Management, Inc.: Regulatory assets under management: $254,047,319 in the October 2021 data and $424,500,000 in the October 2026 data, up 67%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mascagni Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (598); high net worth individuals (113); corporations or other businesses not listed above (19).

**Which custodians does Mascagni Wealth Management, Inc. use?**
Mascagni Wealth Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Mascagni Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115046

**What changed in Mascagni Wealth Management, Inc.'s recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $424,500,000
- Discretionary: $424,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 598 | $153,200,000 |
| High net worth individuals | 113 | $256,600,000 |
| Charitable organizations | 6 | $11,100,000 |
| Corporations or other businesses not listed above | 19 | $3,600,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: LA, MS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mascagniwealth.com
- Facebook @mascagniwealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $254,047,319 | 4 | April 30, 2021 |
| October 2022 | $301,651,414 | 4 | March 23, 2022 |
| October 2023 | $255,709,062 | 4 | March 22, 2023 |
| October 2024 | $313,445,079 | 5 | March 20, 2024 |
| October 2025 | $365,548,352 | 6 | March 27, 2025 |
| October 2026 | $424,500,000 | 6 | August 13, 2026 |

Regulatory assets under management: $254,047,319 in the October 2021 data and $424,500,000 in the October 2026 data, up 67%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $365,548,352 to $424,500,000 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mascagni Wealth Management, Inc. (CRD 115046): Form ADV filing data as of October 2026.