Mason Wealth Strategies

RIASEC Registered
Total AUM
$5.2M
Discretionary
$5.2M
100% of AUM
Avg account
$245K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
308456
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.67%
  • Individuals14.56%
  • Investment Companies7.77%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Mason Wealth Strategies is a small, independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm runs discretionary portfolios and shows a clear tilt toward equities: exchange-traded securities are the dominant holding type within the firm's managed assets. Fee arrangements are flexible — the firm charges a percentage of AUM and can also invoice hourly or flat fees — which suits a mix of standalone planning engagements and ongoing portfolio management relationships. Mason Wealth Strategies does not present itself as a multi-state adviser or an active ESG investor and does not appear to operate as a capital allocator to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, US Government Bonds 20%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 3%70%
  • Exchange Traded Equities70%
  • US Government Bonds20%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Ryan Mason

    Ryan Mason

    Founder and Financial PlannerCRD 6648373

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth