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MASSO TORRENCE WEALTH MANAGEMENT INC.

MARLTON, NJ · CRD 311097 · IAPD ↗ · (856) 988-6664

$326.5MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — MASSO TORRENCE WEALTH MANAGEMENT INC. (MARLTON, NJ) left the SEC roster (was $326.5M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
64
March 2025 — MASSO TORRENCE WEALTH MANAGEMENT INC. reported RAUM up 31% ($248.5M -> $326.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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