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MASCOMA WEALTH MANAGEMENT

HANOVER, NH · CRD 174907 · IAPD ↗ · mascoma.bank · 603-676-8813

$567.8MRegulatory AUM
9Advisory reps
12Employees
5Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2026 — MASCOMA WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — MASCOMA WEALTH MANAGEMENT crossed $500M in regulatory AUM ($435.3M -> $504.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
28
October 2024 — MASCOMA WEALTH MANAGEMENT changed its website from mascomabank.com to mascoma.bank.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
March 2024 — MASCOMA WEALTH MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
March 2024 — MASCOMA WEALTH MANAGEMENT reports 51-100 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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