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MASCOMA WEALTH MANAGEMENT LLC, CRD 174907
HANOVER, NH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MATTHEW DAVID DATTILIO | Certified Financial Planner | HANOVER, NH | 9 | 13 | 1 | no |
| Michael Chad Hemingway | n/a | HANOVER, NH | 6 | 10 | n/a | no |
| JEFFREY BLAKE NOWELL | n/a | BURLINGTON, VT | HANOVER, NH | 4 | 25 | 2 | no |
| AMANDA ALDRICH SPENCER | n/a | HANOVER, NH | 3 | 15 | n/a | no |
| Zuzana Kuzelova Brochu | Certified Financial Planner | Burlington, VT | HANOVER, NH | 3 | 24 | 2 | no |
| Bethany J Dubuque | n/a | BURLINGTON, VT | HANOVER, NH | 3 | 14 | 1 | no |
| SUSAN ALICE WINCHESTER | Chartered Financial Consultant | HANOVER, NH | 3 | 26 | 1 | no |
| Madalyn Elise Dow | Certified Financial Planner | HANOVER, NH | 2 | 10 | 2 | no |
| JONATHAN LONG COTTRELL | n/a | Portland, ME | HANOVER, NH | 2 | 25 | 3 | no |
| Matthew C. Little | n/a | Burlington, VT | HANOVER, NH | 2 | 10 | n/a | no |
| Joplin Maycomb Weeks Wallace | n/a | HANOVER, NH | Burlington, VT | 1 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Brochu, Zuzana, Kuzelova | President | Na | yes | 10/2022 | Mar 15, 2023 | Sep 16, 2024 |
| MASCOMA BANK | PARENT COMPANY | E | yes | 02/2015 | Jul 2, 2018 | Sep 16, 2024 |
| SPENCER, AMANDA, ALDRICH | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | Na | no | 01/2023 | Mar 15, 2023 | Sep 16, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MASCOMA BANK | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Burlington | Vt | United States | 3 | no |
| Portland | Me | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 28, 2026 | $568M | $536M | 12 | 9 | 2 | n/a | n/a |
| 2024 | Apr 8, 2025 | $505M | $465M | 14 | 8 | 2 | n/a | n/a |
| 2023 | Feb 15, 2024 | $435M | $394M | 9 | 8 | 2 | n/a | n/a |
| 2022 | Mar 15, 2023 | $422M | $363M | 8 | 7 | 1 | n/a | n/a |
| 2021 | Mar 22, 2022 | $381M | $341M | 10 | 8 | 1 | n/a | n/a |
| 2020 | Mar 4, 2021 | $304M | $259M | 8 | 7 | 1 | n/a | n/a |
| 2019 | Feb 19, 2020 | $266M | $227M | 6 | 5 | 1 | n/a | n/a |
| 2018 | Mar 8, 2019 | $206M | $174M | 6 | 5 | 1 | n/a | n/a |
| 2017 | Jan 23, 2018 | $217M | $164M | 7 | 6 | 2 | n/a | n/a |
| 2016 | Feb 1, 2017 | $201M | $149M | 6 | 5 | n/a | n/a | n/a |
| 2015 | Feb 1, 2016 | $128M | $109M | 5 | 5 | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $568M | $505M | 12.5% | $422M | 10.4% | 12 | 14 | 2 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PEOPLE'S UNITED ADVISORS, INC. | 2 | Sep 10, 2021 | Apr 12, 2023 | BURLINGTON, VT | Team lift out | RIA to RIA | 2.7% |