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 7 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 7 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 10 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 10 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 12 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 3 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 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.