Mason Road Wealth Advisors, LLC

Mason Road Wealth Advisors, LLC (CRD# 134109) is a financial advisory firm headquartered in Chesterfield, MO. They manage $70,309,927 in 299 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    299
    ACCOUNTS
  • Average Account Value
    $235,150
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, MO, NY, TX

Financial Advisors at Mason Road Wealth Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Gerald D. Magruder
CRD#: 1429496
424 S Woods Mill Road, Suite 340, Chesterfield, MO 63017
93
Wealthminder
score

Gerald Magruder (CRD# 1429496) is an Investment Advisor Representative working at Mason Road Wealth Advisors, LLC in Chesterfield, MO and has over 6 years of experience in the finance industry.

2
William J. Perry
CRD#: 4918541
424 S Woods Mill Road, Suite 340, Chesterfield, MO 63017
93
Wealthminder
score

William Perry (CRD# 4918541) is an Investment Advisor Representative working at Mason Road Wealth Advisors, LLC in Chesterfield, MO and has over 6 years of experience in the finance industry.

3
Lori A. Porcelli-Plescia
CRD#: 5409054
424 S Woods Mill Road, Suite 340, Chesterfield, MO 63017
93
Wealthminder
score

Lori Porcelli-Plescia (CRD# 5409054) is an Investment Advisor Representative working at Mason Road Wealth Advisors, LLC in Chesterfield, MO and has over 9 years of experience in the finance industry.

4
James E. Thomas
CRD#: 4918540
424 S Woods Mill Road, Suite 340, Chesterfield, MO 63017
93
Wealthminder
score

James Thomas (CRD# 4918540) is an Investment Advisor Representative working at Mason Road Wealth Advisors, LLC in Chesterfield, MO and has over 9 years of experience in the finance industry.

5
Joel W. Weltman
CRD#: 4918536
424 S Woods Mill Road, Suite 340, Chesterfield, MO 63017
93
Wealthminder
score

Joel Weltman (CRD# 4918536) is an Investment Advisor Representative working at Mason Road Wealth Advisors, LLC in Chesterfield, MO and has over 11 years of experience in the finance industry.

6
Bradley R. Gilmore
CRD#: 5997372
424 S Woods Mill Road, Suite 340, Chesterfield, MO 63017
89
Wealthminder
score

Bradley Gilmore (CRD# 5997372) is an Investment Advisor Representative working at Mason Road Wealth Advisors, LLC in Chesterfield, MO and has over 2 years of experience in the finance industry.

7
Robert B. Schmidt
CRD#: 5997370
424 S Woods Mill Road, Suite 340, Chesterfield, MO 63017
89
Wealthminder
score

Robert Schmidt (CRD# 5997370) is an Investment Advisor Representative working at Mason Road Wealth Advisors, LLC in Chesterfield, MO and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.