BB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
127 clients
Average Client Portfolio
$300K average
Assets Under Management
$38.1M
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
Investment ManagementInsurance Planning
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Advisor Information
Office location
2 West Dry Creek Circle, Suite 100, Littleton, CO, 80120
Get directionsRegulatory History
Clean regulatory record
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 Activities
Brian provides tax preparation services since 2015. This takes nearly all of Brian's time during tax season and about 10% of his time during the rest of the year.
Employment History
Current Registrations
Berenz Wealth Management, LLC
October 2013 - Present · 12 yrs 3 mos
Previous Registrations
Liberty Partners Capital Management, LLC
August 2012 - September 2013 · 1 yr 1 mo
Brokersxpress LLC
January 2010 - August 2012 · 2 yrs 7 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.