{
  "crd_number": 174907,
  "slug": "mascoma-wealth-management-hanover-nh-174907",
  "primary_business_name": "MASCOMA WEALTH MANAGEMENT",
  "legal_name": "MASCOMA WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Hanover",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "30150",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-02-19",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-02-28",
  "carried_forward": false,
  "raum_total": 567753044.0,
  "raum_discretionary": 536015042.0,
  "raum_non_discretionary": 31738002.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 9,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 9336640.0,
      "count": 11,
      "description": "TRUST/ESTATE"
    },
    "charitable": {
      "raum": 48155407.0,
      "count": 29
    },
    "individuals": {
      "raum": 159387554.0,
      "count": 300
    },
    "state_municipal": {
      "raum": 14801925.0,
      "count": 5
    },
    "pension_profit_sharing": {
      "raum": 3164485.0,
      "count": 2,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 301674345.0,
      "count": 122
    },
    "corporations_other_businesses": {
      "raum": 31232688.0,
      "count": 8
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT",
    "FL",
    "MA",
    "ME",
    "NC",
    "NH",
    "TX",
    "VT"
  ],
  "websites": [
    "https://mascoma.bank/investing/mascoma-wealth-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174907",
  "city_as_filed": "HANOVER",
  "url": "https://advisorcensus.com/firm/mascoma-wealth-management-hanover-nh-174907",
  "display_name": "Mascoma Wealth Management",
  "summary": "Mascoma Wealth Management is an SEC-registered investment advisory firm in Hanover, NH, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 28, 2026.",
  "citation": "AdvisorCensus. Mascoma Wealth Management (CRD 174907): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Mascoma Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mascoma Wealth Management reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Mascoma Wealth Management located?",
      "a": "Mascoma Wealth Management's principal office is in Hanover, NH, according to its Form ADV; the March 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Mascoma Wealth Management registered with the SEC or a state?",
      "a": "Mascoma Wealth Management is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174907."
    },
    {
      "q": "How much does Mascoma Wealth Management manage?",
      "a": "Mascoma Wealth Management reports $567,753,044 in regulatory assets under management in its Form ADV filing dated February 28, 2026 (94% discretionary)."
    },
    {
      "q": "How have Mascoma Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Mascoma Wealth Management: Regulatory assets under management: $304,340,692 in the October 2021 data and $567,753,044 in the October 2026 data, up 87%. Total employees: 8 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mascoma Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (300); high net worth individuals (122); charitable organizations (29)."
    },
    {
      "q": "Which custodians does Mascoma Wealth Management use?",
      "a": "Mascoma Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Mascoma Wealth Management report any disciplinary disclosures?",
      "a": "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/174907"
    },
    {
      "q": "What changed in Mascoma Wealth Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 8 to 9. Regulatory assets under management went from $504,692,004 to $567,753,044 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 304340692.0,
      "total_employees": 8,
      "filing_date": "2021-09-07"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 381375682.0,
      "total_employees": 10,
      "filing_date": "2022-06-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 421754341.0,
      "total_employees": 8,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 435321103.0,
      "total_employees": 9,
      "filing_date": "2024-09-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 504692004.0,
      "total_employees": 14,
      "filing_date": "2025-04-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 567753044.0,
      "total_employees": 12,
      "filing_date": "2026-02-28"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 9.",
        "Regulatory assets under management went from $504,692,004 to $567,753,044 (+12%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in CA, NY, SC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Distributors Company LLC",
      "name_as_filed": "FIDELITY DISTRIBUTORS COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/mascoma-wealth-management-hanover-nh-174907.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 300,
      "fewer_than_5": false,
      "raum": 159387554.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 122,
      "fewer_than_5": false,
      "raum": 301674345.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": true,
      "raum": 3164485.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 29,
      "fewer_than_5": false,
      "raum": 48155407.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 14801925.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 8,
      "fewer_than_5": false,
      "raum": 31232688.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 11,
      "fewer_than_5": false,
      "raum": 9336640.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174907",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}