# MASCOMA WEALTH MANAGEMENT

MASCOMA WEALTH MANAGEMENT of HANOVER, NH is an SEC-registered investment adviser.

## Registration

- CRD: 174907
- Type: SEC-registered investment adviser
- SEC file number: 801-80982
- Location: 80 SOUTH MAIN STREET, HANOVER, NH, 03755
- Phone: 603-676-8813
- Latest filing: 2026-02-28
- Regulatory AUM: $567.8M
- Discretionary AUM: $536.0M
- Non-discretionary AUM: $31.7M
- Clients: 12
- Accounts: 1,185

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Zuzana Kuzelova Brochu | PRESIDENT | — |
| Amanda Aldrich Spencer | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | — |
| COLE FLETCHER SCOTT | CHIEF INVESTMENT OFFICER | — |
| ADAMS BERNARD ROBERT | MEMBER | — |
| BOON ROBERT THOMAS | MANAGING DIRECTOR & CCO | — |
| BRIGLIN TIMOTHY CHARLES | MEMBER | — |
| CHERINGTON MARGARET EBERHART | MEMBER | — |
| LEIBLY III FRANK JOSEPH | MEMBER | — |
| BEDOR JOEL JAMES | MEMBER | — |
| BOWERS ROBERT EDWIN | MEMBER | — |
| Richmond-McCullough Catherine | MEMBER | — |
| Brochu Zuzana Kuzelova | PRESIDENT | — |
| SPENCER AMANDA | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | — |
| SPENCER AMANDA ALDRICH | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174907/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174907/similar
- Related entities: https://search.stillhousedata.com/firm/174907/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174907

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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.