MASCOMA WEALTH MANAGEMENT LLC

MASCOMA WEALTH MANAGEMENT
HANOVER, New Hampshire·9 registered advisors·CRD# 174907
SEC# 801-809822603-676-8813
01

Firm Overview

AUM
$435M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at MASCOMA WEALTH MANAGEMENT LLC

9 registered advisors
Amanda Aldrich Spencer
HANOVER, New Hampshire
Catherine Richmond-Mccullough
HANOVER, New Hampshire
Clayton Robert Adams
HANOVER, New Hampshire
Fletcher Scott Cole
HANOVER, New Hampshire
Frank Joseph Leibly Iii
HANOVER, New Hampshire
Margaret Eberhart Cherington
HANOVER, New Hampshire
Robert Edwin Bowers
HANOVER, New Hampshire
Robert Thomas Boon
HANOVER, New Hampshire
Zuzana Kuzelova Brochu
HANOVER, New Hampshire
05

Office Locations

HANOVER, New Hampshire
9 advisors

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Data sourced from SEC Form ADV filings. MASCOMA WEALTH MANAGEMENT LLC (CRD# 174907) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.