MASON WELLS, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,420,286,011
Discretionary
$1,420,286,011
Non-discretionary
$0
Firm details
- CRD number
- 173069
- SEC file number
- 801-80473
- Main office
- MILWAUKEE, WI, United States
- Employees
- 22
- SEC status
- Approved
- Website
- HTTP://WWW.MASONWELLS.COM
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.