Mason Wealth Strategies

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