Investment adviser · CRD 335808
TICINO WEALTH
Investment adviser filing (IA)
TICINO WEALTH LLC
MISSION VIEJO, CA, United States · Form ADV filed Jun 18, 2026
- Regulatory AUM
- $400M Form ADV · Item 5.F
- Client accounts
- 775 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 119 | $316,581,552 | 79.1% |
| Individuals | 177 | $83,661,077 | 20.9% |
Filing source
Form ADV 2114269 · Jun 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
27201 PUERTA REAL, SUITE #410MISSION VIEJO, CA, 92691, United States
CRD 335808
Filing source
Form ADV 2114269 · Jun 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.