Tasha Immacolata Mauss
Investment adviser representative at Samara Capital
14 yearsExperience
2 statesRegistered in
$123MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Samara CapitalJul 2025 to now
- Samara Investment Management, LLCMay 2025 to now
- Strategic Wealth Partners (dba Samara Capital)May 2021 to May 2025
- Tru Independence Asset Management, LLC (dba Samara Capital)Feb 2017 to May 2021
- Unionbank Investment Services LLCAug 2012 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Samara Capital
Legal name: Samara Investment Management, LLC
$123MAssets managed
94Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5373393
- Firm CRD
- 336178