Mason Road Wealth Advisors, LLC
Mason Road Wealth Advisors, LLC (CRD# 134109) is a financial advisory firm headquartered in Chesterfield, MO. They manage $115,541,482 in 402 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Mason Road Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management116MILLION
-
Total Number of Accounts402ACCOUNTS
-
Average Account Value$287,417
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, KS, LA, MO
Financial Advisors at Mason Road Wealth Advisors, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.