Mascoma Wealth Management

Overview

Mascoma Wealth Management is an SEC registered investment adviser based in Hanover, NH, registered since 2015. It reports $568M in assets under management across 1,185 accounts, with 12 employees. It has 11 investment adviser representatives.

Reported AUM

$568M

Discretionary

94%

Accounts

1,185

Average account

$479K

Employees

12

Advisory reps

11

Registered since

2015

Jurisdictions

8

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Other clients
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Zuzana Kuzelova Brochu President CRD 6882017
• Amanda Aldrich Spencer Chief Compliance Officer, Chief Operating Officer CRD 7625406

Advisory reps 3 of 11

• Zuzana Kuzelova Brochu Investment Adviser Rep CRD 6882017
• Jonathan Long Cottrell Investment Adviser Rep CRD 4141180
• Matthew D Dattilio Insurance Agent · Investment Adviser Rep CRD 6143479

8 more advisory reps, with emails, phones and branch locations

Location

Headquarters

80 S Main St Ste 103
Hanover, NH 03755

County

Grafton

Metro area

Lebanon, NH-VT

Region

Northeast

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: mascoma.bank/investing/mascoma-wealth-management

Every state, with registration dates

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