Ticino Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ticino Wealth LLC provides wealth and investment management and financial planning primarily to individual and high‑net‑worth clients, generally onboarding households through written advisory agreements. The firm delivers both discretionary and non‑discretionary portfolio management and offers a wrap‑fee portfolio option alongside its percentage‑of‑AUM billing approach.
The firm emphasizes a customized investment policy statement for each client, constructing tax‑aware, risk‑adjusted allocations that combine active and passive strategies across stocks, bonds, ETFs and mutual funds while monitoring portfolios and adjusting for life‑event changes. The brochure notes that Ticino Wealth manages accounts directly and, as of its most recent update, no longer utilizes third‑party asset managers as part of its advisory services.
Distinctive features include sponsorship of a wrap fee program and a close operational relationship with its recommended broker‑dealer, including a TradePMR asset‑match promotion that the firm discloses and discusses along with associated conflicts of interest and potential early‑removal restrictions. Ticino Wealth is also a recently formed advisory firm that manages roughly $400 million with a three‑advisor team, a scale and organizational profile that differentiates it from many similarly sized practices.
Client services
Expertise
Fee options
Up to 1.5% annually (maximum fee rate for new clients)
Account minimum: $250,000 Fee-only: Annual advisory fees based on assets under management/advisement, generally billed quarterly in advance. Fees may be negotiated and vary depending on account size, type of account, relationship, complexity, and investment strategies.
Main office
27201 Puerta Real, Suite #410
Mission Viejo CA 92691
Advisors at this office
3
Most active in
Arizona · California · Idaho · Iowa · Louisiana · North Carolina · South Carolina · Texas · Utah · Washington
Also doing business as
Ticino Wealth · Ticino Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jordan M
Series 66
Mission Viejo, CA
Ticino Wealth
Jordan Masciorini is a financial advisor at Ticino Wealth with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC for seven years. Prior to his financial services career, he was a web shop manager for four years. Ticino Wealth provides wealth and investment management and financial planning services to individual and high-net-worth clients. The firm employs a blended active and passive investment approach with an emphasis on tax-aware asset allocation and oversight of third-party asset managers.
Michael M
Series 63, Series 65
Mission Viejo, CA
Ticino Wealth
Michael Masciorini is a financial advisor at Ticino Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years before joining Ticino Wealth in 2025. Ticino Wealth provides wealth and investment management and financial planning to individual and high-net-worth clients, managing approximately $395 million across discretionary and non-discretionary accounts. The firm employs a blend of active and passive strategies with an emphasis on tax-aware asset allocation, ongoing monitoring, and the use of third-party managers when appropriate.
Ivanna B
Series 66
Mission Viejo, CA
Ticino Wealth
Ivanna Berrio Paeva is a financial advisor at Ticino Wealth with a Series 66 designation and five years of industry experience. She worked at Wells Fargo Clearing for 13 years before joining Ticino Wealth in 2025. Ticino Wealth provides wealth and investment management and financial planning services to individual and high-net-worth clients, managing approximately $395 million across discretionary and non-discretionary accounts. The firm employs a blended active and passive investment approach with an emphasis on tax-aware asset allocation and third-party manager oversight.
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