# MASCAGNI WEALTH MANAGEMENT, INC.

MASCAGNI WEALTH MANAGEMENT, INC. of CLINTON, MS is an SEC-registered investment adviser.

## Registration

- CRD: 115046
- Type: SEC-registered investment adviser
- SEC file number: 801-110839
- Location: 205 E. MAIN STREET, CLINTON, MS, 39056
- Phone: 601-925-8099
- Latest filing: 2026-03-27
- Regulatory AUM: $424.5M
- Discretionary AUM: $424.5M
- Clients: 6
- Accounts: 1,948

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Julius Randall Mascagni | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER | — |
| Matthew Patrick Brown | VICE PRESIDENT OF FINANCIAL PLANNING | — |
| Julie Kay Sanders | VICE PRESIDENT OF CLIENT SERVICES AND OPERATIONS | — |
| MASCAGNI JULIUS RANDALL | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER (+3 more) | — |
| BROWN MATTHEW PATRICK | VICE PRESIDENT OF FINANCIAL PLANNING | — |
| SANDERS JULIE KAY | VICE PRESIDENT OF CLIENT ADMINISTRATIVE SERVICES; VICE PRESIDENT OF CLIENT SERVICES AND OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115046/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115046/similar
- Related entities: https://search.stillhousedata.com/firm/115046/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115046

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.