RIA Intel›Advisers›Missouri›MASON ROAD WEALTH ADVISORS, L.L.C.

MASON ROAD WEALTH ADVISORS, L.L.C.

Advisory

N·CHESTERFIELD, MO

Data as of Mar 31, 2022 · Source: SEC Form ADV

Total AUM

$116M

1-Year AUM Growth

+4.8%

3-Year CAGR

+6.9%

Employees

6

Assets Under Management

Total AUM$116M

Discretionary AUM$107M

Non-Discretionary AUM$8M

Discretionary %92.7%

Total Clients—

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingJun 30, 2006

Latest FilingMar 31, 2022

🔒 Full AUM trend chart and 33 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MASON ROAD WEALTH ADVISORS, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.