# Mascoma Wealth Management

> 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.

- CRD: 174907
- Filed as: MASCOMA WEALTH MANAGEMENT
- Legal name: Mascoma Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hanover, NH
- Filing period: October 2026
- Form ADV filing dated: February 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174907
- AdvisorCensus page: https://advisorcensus.com/firm/mascoma-wealth-management-hanover-nh-174907

## Quick answers

**How is Mascoma Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Mascoma Wealth Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mascoma Wealth Management located?**
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).

**Is Mascoma Wealth Management registered with the SEC or a state?**
Mascoma Wealth Management is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174907.

**How much does Mascoma Wealth Management manage?**
Mascoma Wealth Management reports $567,753,044 in regulatory assets under management in its Form ADV filing dated February 28, 2026 (94% discretionary).

**How have Mascoma Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Mascoma Wealth Management serve?**
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).

**Which custodians does Mascoma Wealth Management use?**
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.

**Does Mascoma Wealth Management 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/174907

**What changed in Mascoma Wealth Management's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company LLC

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: $567,753,044
- Discretionary: $536,015,042
- Non-discretionary: $31,738,002

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 300 | $159,387,554 |
| High net worth individuals | 122 | $301,674,345 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $3,164,485 |
| Charitable organizations | 29 | $48,155,407 |
| State or municipal government entities (including government pension plans) | 5 | $14,801,925 |
| Corporations or other businesses not listed above | 8 | $31,232,688 |
| Other | 11 | $9,336,640 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA, ME, NC, NH, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Burlington, VT
- Portland, ME

### Websites listed on Form ADV (Item 1.I)
- mascoma.bank/investing/mascoma-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $304,340,692 | 8 | September 7, 2021 |
| October 2022 | $381,375,682 | 10 | June 3, 2022 |
| October 2023 | $421,754,341 | 8 | May 16, 2023 |
| October 2024 | $435,321,103 | 9 | September 16, 2024 |
| October 2025 | $504,692,004 | 14 | April 8, 2025 |
| October 2026 | $567,753,044 | 12 | February 28, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 8 to 9.
- Regulatory assets under management went from $504,692,004 to $567,753,044 (+12%).

### January 2026
- No longer registered or notice-filed in CA, NY, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mascoma Wealth Management (CRD 174907): Form ADV filing data as of October 2026.