TICINO WEALTH LLC

TICINO WEALTH LLC of MISSION VIEJO, CA is an SEC-registered investment adviser (CRD 335808). Regulatory assets under management: $400.2M.

Registration

• CRD: 335808
• SEC file number: 801-133742
• Type: Registered investment adviser
• Location: 27201 PUERTA REAL, SUITE #410, MISSION VIEJO, CA, 92691
• Phone: 949-427-8104
• Latest filing: 2026-06-18
• Regulatory AUM: $400.2M
• Discretionary AUM: $357.7M
• Non-discretionary AUM: $42.5M
• Clients: 4
• Accounts: 775

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335808 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search