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MASECO PRIVATE WEALTH

LONDON, United Kingdom · CRD 147686 · IAPD ↗ · +44 20 7043 0455

$4.96BRegulatory AUM
24Advisory reps
129Employees
0Clients
More than 500Planning clients
0Private funds
53States
3Disclosures
foreignSegment
ApprovedSEC status

Filing changes

25
September 2026 — MASECO PRIVATE WEALTH notice-filed in AK, AL, AR, DE, ID, IN, KS, KY, MN, MO, MS, MT, ND, NE, NM, OK, OR, PR, SD, VI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
August 2026 — MASECO PRIVATE WEALTH's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
35
July 2026 — MASECO PRIVATE WEALTH reported RAUM up 29% ($3.83B -> $4.96B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
19
January 2026 — MASECO PRIVATE WEALTH notice-filed in IA, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
23
July 2025 — MASECO PRIVATE WEALTH notice-filed in ME, RI, SC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
17
April 2025 — MASECO PRIVATE WEALTH notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
17
October 2024 — MASECO PRIVATE WEALTH notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
44
July 2024 — MASECO PRIVATE WEALTH grew from 19 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
17
April 2024 — MASECO PRIVATE WEALTH notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.