# Mascagni Wealth Management

Mascagni Wealth Management is a Bank / Wealth / Trust based in Clinton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Clinton, United States
- **Region:** North America
- **Address:** Clinton, MS, United States
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** mascagniwealth.com
- **LinkedIn:** https://www.linkedin.com/company/mascagni-wealth-management

## Regulatory record

- **CRD number:** 115046
- **SEC file number:** 801-110839
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115046

## About

Founded in 1990, the firm operates from a single office in Clinton, Mississippi, serving individuals and trusts across the state. It positions itself as an independent advisor — no commission-driven product sales — and describes its clients as families navigating retirement, business sales, and wealth transfers. The firm's stated investment approach centers on portfolio management and retirement income planning. It provides a free 45-minute diagnostic to identify gaps in a client's retirement plan. Beyond financial planning, the team offers guidance during life events including spousal loss and inheritance transitions. Custody is held at Charles Schwab & Co., a third-party arrangement that separates advisory services from asset safekeeping. The Clinton-based team serves clients with a minimum account size of $100,000. No additional offices or adjacent vehicles such as foundations or club memberships are disclosed. The firm's website features client testimonials emphasizing personal service and accessibility, but it does not publish team headcount or total assets under advisement. Mascagni's architecture reflects a localized, relationship-driven RIA — no proprietary funds, no institutional investment vehicles, and no disclosed institutional allocator relationships. Its structural distinctiveness lies in its independence and use of a major third-party custodian to reinforce the separation of advice from custody.

## Questions

### Who runs investment decisions at Mascagni Wealth Management?

The firm does not publicly name individual investment decision-makers on its website. It presents itself as a team of experienced advisors in Clinton, Mississippi. No CIO, CEO, or managing principal is identified in available materials.

### How does Mascagni Wealth Management source its clients?

The firm targets Mississippi families with a minimum of $100,000 in assets. Its website emphasizes personal referrals and long-term relationships, citing clients who have stayed through retirements, business exits, and inheritances over 35 years. There is no mention of institutional marketing or a dedicated business development function.

### Does Mascagni participate in fund commitments or only direct portfolio management?

The firm's public materials describe only direct portfolio management and retirement planning. There is no mention of fund commitments, private market allocations, or alternative investments. The emphasis is on personalized, direct advisory relationships.

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Last updated: 2026-06-03T20:00:00.000Z

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