# Joseph Mascioli

> Joseph Mascioli is a fee-only financial advisor at Berenz Wealth Management in Littleton, Colorado. Berenz Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-mascioli/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Berenz Wealth Management
- **Based in:** Littleton, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $54.3M across 284 accounts
- **CRD:** 4692655 (https://adviserinfo.sec.gov/individual/summary/4692655)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (2003), Series 66 (2019)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://berenzwealthmanagement.com/

## Frequently asked questions

### Is Joseph Mascioli a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Berenz Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph's firm, Berenz Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Joseph Mascioli based?

Joseph Mascioli is based in Littleton, Colorado.

### Is Joseph Mascioli registered with the SEC?

Yes. Joseph Mascioli is registered as an investment adviser representative in CO (CRD 4692655), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Berenz Wealth Management manage?

Berenz Wealth Management reports $54.3M across 284 accounts in assets under management.

### How do I contact Joseph Mascioli?

Through Joseph's website, berenzwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4692655): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.