MASCAGNI WEALTH MANAGEMENT, INC.
SEC RegisteredWhen life changes, you need more than a portfolio manager.
About the firm
Mascagni Wealth has served Mississippi families for over 35 years, through retirements, business exits, inheritances, loss, and everything in between. Based in Clinton, Mississippi, the firm is an independent Registered Investment Adviser that acts as a fiduciary and is compensated solely through an investment adviser fee. They partner with Charles Schwab & Co. for custodial services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, investment management, wealth management, and life transition support. Investment management includes investment planning, asset allocation, investment selection, and ongoing monitoring and reporting.
Who they serve
Mississippi families navigating major life changes such as business transitions, inheritances, or loss of a spouse; individuals with substantial wealth seeking to protect it; those within 10 years of retirement or already retired; and clients seeking personalized, accessible service.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 598 | $153M |
| High Net Worth Individuals | 113 | $257M |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MASCAGNI WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched