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MASON WELLS, INC.
CRD 173069 · SEC 801-80473
411 E. WISCONSIN AVENUE, SUITE 1280, MILWAUKEE, WI, 53202, United States
Phone
414-727-6400
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.42B
Discretionary AUM
$1.42B
Team
22 total employees; 20 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $1.42B |
States served
WI
All web addresses on file
Official SEC filing: View on IAPD