Hedge Fund Database

MASSO TORRENCE WEALTH MANAGEMENT INC.

Adviser information for MASSO TORRENCE WEALTH MANAGEMENT INC. last updated from Form ADV on January 24th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location New Jersey, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 621 $248.5M
Non-Discretionary 0 $0
Total 621 $248.5M

Clients

Type Number RAUM
Individuals 129 $31.2M
HNW Individuals 92 $187.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 11 $22.1M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers <5 $261,329
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 6 $7.3M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-119843
SEC ERA File Number 801-119843
SEC CIK Numbers 1903153
SEC CRD Numbers 311097
Legal Entity Identifier None

Principal Office

270 N ELMWOOD ROAD
SUITE H-160
MARLTON
NJ
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: (856) 988-6664, Fax: (856) 988-6646

Websites

massotorrence.com www.facebook.com/massotorrence/ www.linkedin.com/company/masso---torrence-wealth-management-inc-/ www.linkedin.com/in/nicholaspantle/ www.linkedin.com/in/chrismasso/ www.linkedin.com/in/torrence/

Chief Compliance Officer

JOHN M. TORRENCE
MANAGING PARTNER
270 N ELMWOOD ROAD
SUITE H-160
MARLTON
NJ
United States
Tel: (856) 988-6664
Fax: (856) 988-6646
(Full email address available in API data)

Regulatory Contact

NICHOLAS P. PANTLE
VICE PRESIDENT - FINANCIAL PLANNING SERVICES
270 N ELMWOOD ROAD
MARLTON
NJ
United States
Tel: (856) 988-6664
Fax: (856) 988-6646
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MASSO, CHRISTOPHER, JOSEPH Individual – MANAGING PARTNER 10/2020 50-75%
TORRENCE, JOHN, MARTIN Individual – MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER 10/2020 50-75%

No. Employees, Historic

10502020202120222023202420255 on 10/21/20205 on 11/10/20205 on 12/15/20205 on 12/24/20205 on 3/18/20215 on 4/23/20215 on 4/27/20215 on 6/10/20215 on 6/13/20215 on 7/7/20215 on 7/13/20215 on 9/22/20215 on 11/10/20215 on 12/6/20215 on 1/20/20225 on 2/28/20235 on 1/24/2024

RAUM, Historic

400M200M02020202120222023202420250 on 10/21/20200 on 11/10/20200 on 12/15/20200 on 12/24/2020324297363 on 3/18/2021324297363 on 4/23/2021324297363 on 4/27/2021324297363 on 6/10/2021324297363 on 6/13/2021324297363 on 7/7/2021324297363 on 7/13/2021324297363 on 9/22/2021324297363 on 11/10/2021324297363 on 12/6/2021360285675 on 1/20/2022199069778 on 2/28/2023248469018 on 1/24/2024

No. Clients, Historic

30015002020202120222023202420250 on 10/21/20200 on 11/10/20200 on 12/15/20200 on 12/24/2020200 on 3/18/2021200 on 4/23/2021200 on 4/27/2021200 on 6/10/2021200 on 6/13/2021200 on 7/7/2021200 on 7/13/2021200 on 9/22/2021200 on 11/10/2021200 on 12/6/2021218 on 1/20/2022229 on 2/28/2023239 on 1/24/2024

Holdings

From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
BLACKROCK ETF TRUST II FLEXIBLE INCOME 3M 64K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 5M 117K –
GLOBAL X FDS CYBRSCURTY ETF 2M 73K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 1M 69K –
INVESCO QQQ TR UNIT SER 1 9M 18K –
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 11M 117K –
JANUS DETROIT STR TR HENDERSON SECURI 2M 42K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 7M 124K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 3M 60K –
PROSHARES TR BIG DATA REFINER 1M 38K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 9M 135K –
SPDR SER TR S&P BIOTECH 2M 26K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 5M 31K –
VICTORY PORTFOLIOS II SHORT TRM BD ETF 4M 84K –
VICTORY PORTFOLIOS II VICTORYSHARES SM 2M 64K –
WISDOMTREE TR ARTIFICIAL INTEL 2M 72K –
WISDOMTREE TR US QTLY DIV GRT 7M 91K –
ABBVIE INC COM 2M 10K –
ADOBE INC COM 355K 639 –
ALPHABET INC CAP STK CL C 5M 25K –
AMAZON COM INC COM 6M 31K –
BROADCOM INC COM 4M 3K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 2M 79K –
ISHARES TR IBDS DEC28 ETF 1M 46K –
MICROSOFT CORP COM 6M 13K –
NVIDIA CORPORATION COM 21M 171K –
QUALCOMM INC COM 1M 7K –
RELIANCE INC COM 318K 1K –
SALESFORCE INC COM 874K 3K –
SHOPIFY INC CL A 731K 11K –
GOLDMAN SACHS GROUP INC COM 862K 2K –
VISA INC COM CL A 968K 4K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 356K 5K –
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 593K 12K –
VANGUARD INDEX FDS S&P 500 ETF SHS 6M 12K –
APPLE INC COM 13M 64K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 2M 84K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 1M 31K –
TESLA INC COM 1M 5K –
JPMORGAN CHASE & CO. COM 2M 9K –
MERCADOLIBRE INC COM 294K 179 –
ACCENTURE PLC IRELAND SHS CLASS A 431K 1K –
JOHNSON & JOHNSON COM 738K 5K –
PGIM ETF TR PGIM ULTRA SH BD 2M 32K –
SPDR INDEX SHS FDS MSCI ACWI EXUS 1M 35K –
AMGEN INC COM 1M 4K –
APPLIED MATLS INC COM 373K 2K –
FORTINET INC COM 301K 5K –
LOCKHEED MARTIN CORP COM 556K 1K –
MCDONALDS CORP COM 345K 1K –
PFIZER INC COM 404K 14K –
PROCTER AND GAMBLE CO COM 719K 4K –
PUBLIC SVC ENTERPRISE GRP IN COM 425K 6K –
STARBUCKS CORP COM 202K 3K –
VERIZON COMMUNICATIONS INC COM 408K 10K –
WALMART INC COM 707K 10K –
ALPHABET INC CAP STK CL A 563K 3K –
BANK AMERICA CORP COM 384K 10K –
BLACKSTONE INC COM 358K 3K –
ELI LILLY & CO COM 566K 625 –
META PLATFORMS INC CL A 718K 1K –
TJX COS INC NEW COM 299K 3K –
INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP 773K 48K –
ISHARES TR IBONDS DEC25 ETF 2M 77K –
ISHARES TR IBONDS DEC 29 849K 37K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2024 MUNI 392K 16K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 MUNI 519K 21K –
KKR & CO INC COM 333K 3K –
NIO INC SPON ADS 64K 15K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 608K 3K –
CISCO SYS INC COM 395K 8K –
ORACLE CORP COM 201K 1K –
VECTOR GROUP LTD COM 377K 36K –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 217K 7K –
INTEL CORP COM 254K 8K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 388K 955 –
BLACKROCK ENHANCED EQUITY DI COM 167K 20K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 513K 10K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 994K 43K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2026 MUNI 281K 12K –
ISHARES BITCOIN TR SHS 296K 9K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 200K 1K –
VANGUARD WORLD FD INF TECH ETF 285K 494 –
SIRIUS XM HOLDINGS INC COM 85K 30K –
NETFLIX INC COM 1M 2K –
MICRON TECHNOLOGY INC COM 402K 3K –
AIRBNB INC COM CL A 317K 2K –
COLUMBIA ETF TR I MULTI SEC MUNI 267K 13K –
AMARIN CORP PLC SPONS ADR NEW 7K 10K –
CROWDSTRIKE HLDGS INC CL A 413K 1K –
MICROSTRATEGY INC CL A NEW 413K 300 –
COMSTOCK INC COM NEW 2K 12K –
CORVUS PHARMACEUTICALS INC COM 18K 10K –
LITHIUM AMERS CORP NEW COM SHS 51K 19K –