Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This brochure supplement provides information about Joseph Mascioli and supplements the Berenz Wealth Management Inc.’s brochure. Please refer to the firm's brochure for fee information.
Areas of Practice
Advisor Information
Office location
2 West Dry Creek Circle, Suite 100, Littleton, CO, 80120
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an insurance agent since September 2023, and an Investment Advisor Representative with Cross State Financial Group, LLC, dedicating nearly full-time hours to this role. He also works as an IAR/Admin for Berenz Wealth Management, LLC, spending about 10% of his time on model investment allocation & trading, which is administrative in nature.