# TICINO WEALTH

TICINO WEALTH is a RIA.

## Overview

- **Organization type:** RIA
- **Region:** Europe
- **Assets under management:** Undisclosed
- **Website:** https://ticinowealth.com
- **LinkedIn:** https://www.linkedin.com/company/ticino-wealth

## Regulatory record

- **CRD number:** 335808
- **SEC file number:** 801-133742
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335808

## About

TICINO WEALTH is an SEC-registered investment adviser in MISSION VIEJO, CA, registered since 2025. The firm manages $400 million in assets, with $358 million on a discretionary basis. It has 4 employees and 2 investment advisers.

## Questions

### Who founded TICINO WEALTH?

No founder information has been made public. Ownership and founding details remain private, as is common for single-family offices of this nature (public record).

### Does TICINO WEALTH have any public portfolio holdings?

No public filings or disclosures list specific investments or portfolio companies associated with TICINO WEALTH. The firm operates without public regulatory filings, which is typical for European family offices below certain thresholds.

## Related profiles

- [Stono River Wealth Management](https://altss.com/profile/stono-river-wealth-management-llc)
- [4:8 Financial](https://altss.com/profile/48-financial)

---

Last updated: 2026-07-06T01:24:27.226Z

Canonical page: https://altss.com/profile/ticino-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology