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Vice President of Client Services and Operations · Mascagni Wealth Management, Inc.

Julie K. Sanders

CRD 2275001 · Named on Form ADV at one SEC-registered adviser

At a glance

Mascagni Wealth Management, Inc., an SEC-registered wealth manager based in Clinton, MS with $425 million in regulatory assets, lists Julie K. Sanders on its Form ADV as Vice President of Client Services and Operations.

Firms and roles

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Julie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Julius R. MascagniPresident, Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operations Officer, Mascagni Wealth Management, Inc.
  • Matthew P. BrownVice President of Financial Planning, Mascagni Wealth Management, Inc.
  • Vickie H. MascagniShareholder, Mascagni Wealth Management, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.