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Masato O. Muso

ACEEDA WEALTH MANAGEMENT
PLANO, TX 75024
CRD#: 8042498
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Masato Oliver MusoACEEDA WEALTH MANAGEMENT

Professional summary


Masato Oliver Muso, who also goes by Masato Muso, is a registered financial advisor currently at ACEEDA WEALTH MANAGEMENT, INC. located in Plano, Texas.

Masato is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Masato has worked at 1 firm and has passed the Series 65 exam.

At a Glance


Always Fiduciary

Aliases


Masato Muso

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Masato Oliver Muso's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 14, 2025 - Present

ACEEDA WEALTH MANAGEMENT, INC.

Office #1: 6900 Dallas Pkwy Suite 300, Plano, TX 75024
RIA
CRD#: 334893
PLANO, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/14/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/14/2025
Uniform Investment Adviser Law Examination

Current Firm


AW
ACEEDA WEALTH MANAGEMENT, INC.
ACEEDA MANAGEMENT, INC. | ACEEDA WEALTH MANAGEMENT, INC.

CRD#: 334893 / SEC#:

Texas
Registered Investment Advisory firm - (4/14/2025 Approved)
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Contact information


Main Address
6900 Dallas Pkwy Suite 300, Plano, TX 75024
Mailing Address
5000 El Dorado Pkwy #480, Frisco, TX 75033
Phone number
(469) 863-1130
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 5,698,298

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ACEEDA WEALTH MANAGEMENT, INC.

CRD#: 334893Plano, TX 75024

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