$5.2M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Etrade
- Clients
- Retail and Institutional
- Platforms
- Summit
- Established Date
- 04-16-2020
- Office Locations
- 1
Office Locations
-- Cumming GA
About Mason Wealth Strategies
Mason Wealth Strategies is a CFP-led wealth planning and investment management firm in Cumming, GA, founded by Ryan Mason. The practice provides financial planning alongside portfolio construction, tax and estate planning, and insurance guidance, with an asset-allocation approach that uses ETFs and fixed income. Custodied with Charles Schwab and E*Trade.
Team overview
-- AVG AGE
$5.2M AVG AUM / ADVISOR
$234.1K AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Ridge vital
Custodian
Alpha Pioneer foundation Meridian
Fund Managers
Catalyst
Investment Themes
Meridian Value ridge Vector frontier Oak vector
Investment Vehicles
Foundation unison
Services
Momentum atlas Value Prime glacier Optima Element zenith Focus
Technology
Timber radial
Owner & Executives
R
RYAN C MASON
Chief Compliance Officer, Chief Executive Officer, Owner, Wealth Advisor
- CRD
- #6648373
- Ownership
- 75% or more
(472) 903-2266
focus.vertex@bridgecapital.com
in linkedin.com/in/catalyst-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,150,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,150,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,750,000
Equity - Exchange:
11.8% U.S. Government/Agency:
41.7% Corporate - Investment Grade:
11.9% Cash:
34.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $849,914,142 | 11.8% |
| U.S. Government/Agency | $3,003,510,146 | 41.7% |
| Corporate - Investment Grade | $857,116,804 | 11.9% |
| Cash | $2,492,121,129 | 34.6% |
| Total | $7,202,662,221 | 100.0% |