RIA Intel›Advisers›Georgia›MASON WEALTH STRATEGIES, LLC

MASON WEALTH STRATEGIES, LLC

Advisory

Data as of Mar 2, 2026 · Source: SEC Form ADV

Average account

$245K

across 21 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndFebruary

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

18 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

LKL ADVISORS, LLC

$5M

RL WRIGHT & ASSOCIATES, LLC

SAVANNAH, GA

$5M

DEASIL WEALTH MANAGEMENT LLC

$5M

FAMILYROOT WEALTH ADVISORS, LLC

$5M

JOHN MASTERS, CPA, PC

ATLANTA, GA

$5M

TEMPERANCE FINANCIAL SERVICES, LTD. CO

$5M

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