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Masato Oliver Muso

Aceeda Wealth Management, Inc.

Plano, TX

CRD 8042498

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Employer firm

Aceeda Wealth Management, Inc. CRD 334893

$5.70M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Aceeda Wealth Management, Inc.

6900 Dallas Pkwy Suite 300, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-14
  • TX RA
    APPROVED
    Since 2025-04-14

Branch Locations

6900 Dallas Pkwy Suite 300, Plano, TX 75024 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aceeda Management, Inc. Plano TX 08/2024 01/2025
Aceeda Wealth Management, Inc. Plano TX 02/2025 Present
Marketing Consultant Plano TX 04/2023 07/2024
Iar Systems Plano TX 07/2022 03/2023
Iar Systems Foster City CA 07/2021 06/2022
Camico Mutual Insurance Company San Mateo CA 08/2016 06/2021
The Muso Group, Inc. Plano TX 09/2025 Present
Starholic, Inc. San Antonio TX 03/2026 Present
  • 08/2024 → 01/2025
    Aceeda Management, Inc.
    Plano, TX
  • 02/2025 → Present
    Plano, TX
  • 04/2023 → 07/2024
    Marketing Consultant
    Plano, TX
  • 07/2022 → 03/2023
    Iar Systems
    Plano, TX
  • 07/2021 → 06/2022
    Iar Systems
    Foster City, CA
  • 08/2016 → 06/2021
    Camico Mutual Insurance Company
    San Mateo, CA
  • 09/2025 → Present
    The Muso Group, Inc.
    Plano, TX
  • 03/2026 → Present
    Starholic, Inc.
    San Antonio, TX
Other Businesses

At The Muso Group, Inc., I am the President of the company. (title) The business is not investment related. The address is 5000 El Dorado Pkwy #480, Frisco TX 75033 Start Date is 9/2025 15 hours/month worked for this business. Work may entail working 1 or 2 hours during securities trading hours. I provide bookkeeping and accounting services as a consultant and bookkeeper. At Starholic, Inc, I am a shareholder (co-owner) and fractional CFO starting in 03/2026. This company is not investment related. I work 10 hours/month on weekends for this business and do not work during securities trading hours. This is a fast casual restaurant/grocery business based in San Antonio, Texas. I provide financial guidance, accounting guidance, and financial statement assistance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-14
  • S65 Uniform Investment Adviser Law Examination
    2025-01-14
Other Names
  • Masato Muso

View on SEC IAPD

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