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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-23-2025
- Office Locations
- 1
Office Locations
About Ticino Wealth
Ticino Wealth is a Mission Viejo, CA advisory firm focused on retirement planning, combining financial planning with portfolio management. The practice highlights risk management and planning around taxes and estate needs, with portfolios often implemented using ETFs and mutual funds. Founder Michael Masciorini has been named a Forbes Best-In-State Wealth Advisor (2020-2025). Client portal via TradePMR/Wells Fargo Clearing Services.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL JOSEPH MASCIORINI
Managing Member
- CRD
- #1810458
- Ownership
- 75% or more
IVANNA JHONOVNA BERRIO PAEVA
Chief Compliance Officer
- CRD
- #6859725
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $357,716,131 | $616,752 |
| Non-Discretionary | $42,526,498 | $218,085 |
| Total | $400,242,629 | $516,442 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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