Overview
Assets Under Management: $400 million
Headquarters: MISSION VIEJO, CA
High-Net-Worth Clients: 119
Average Client Assets: $2.7 million
Frequently Asked Questions
TICINO WEALTH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335808), TICINO WEALTH is subject to fiduciary duty under federal law.
TICINO WEALTH is headquartered in MISSION VIEJO, CA.
TICINO WEALTH serves 119 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, TICINO WEALTH offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
TICINO WEALTH manages $400 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, TICINO WEALTH serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 119
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.10%
Average Client Assets: $2.7 million
Total Client Accounts: 775
Discretionary Accounts: 580
Non-Discretionary Accounts: 195
Regulatory Filings
CRD Number: 335808
Filing ID: 2048670
Last Filing Date: 2026-03-10 12:24:48