MASON ROAD WEALTH ADVISORS, L.L.C.
CRD #134109 SEC #801-113414 CHESTERFIELD, MO 314-626-7400
SEC Registered
Total AUM
$115.5M
Discretionary
$107.2M
Employees
6
Clients
1
Accounts
402
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $115.5M | $107.2M | $8.4M | 6 | 2 |
| Mar 2021 | $110.3M | $103M | $7.3M | 7 | 7 |
| Jun 2020 | $105.3M | $98.8M | $6.6M | 7 | 6 |
| Mar 2020 | $105.3M | $98.8M | $6.6M | 7 | 6 |
| Mar 2019 | $94.4M | $88.3M | $6.1M | 8 | 1 |
| May 2018 | $102.8M | $102.8M | $0 | 8 | 0 |
| Jul 2016 | $70.3M | $70.3M | $0 | 9 | 100 |
| Jun 2016 | $70.3M | $70.3M | $0 | 9 | 100 |
| Jun 2016 | $70.3M | $70.3M | $0 | 9 | 100 |
| May 2016 | $70.3M | $70.3M | $0 | 9 | 100 |
| Apr 2016 | $70.3M | $70.3M | $0 | 9 | 100 |
| Apr 2016 | $70.3M | $70.3M | $0 | 9 | 100 |
| Mar 2016 | $70.3M | $70.3M | $0 | 9 | 100 |
| Mar 2015 | $345.9M | $338.9M | $7M | 14 | 340 |
| Jun 2014 | $277.1M | $274.2M | $2.9M | 13 | 300 |
| May 2014 | $277.1M | $274.2M | $2.9M | 13 | 300 |
| Mar 2014 | $277.1M | $274.2M | $2.9M | 13 | 300 |
| Feb 2014 | $277.1M | $274.2M | $2.9M | 13 | 300 |
| Mar 2013 | $218.4M | $214.1M | $4.3M | 10 | 200 |
| Jan 2013 | $189.8M | $186.9M | $2.8M | 9 | 200 |
| Sep 2012 | $189.8M | $186.9M | $2.8M | 6 | 200 |
| Mar 2012 | $189.8M | $186.9M | $2.8M | 6 | 200 |
| Nov 2011 | $156.2M | $152.9M | $3.3M | 6 | 101 |
| Feb 2009 | $89.1M | $88.2M | $858.9K | -- | -- |
| Mar 2008 | $98.6M | $97.7M | $968.1K | -- | -- |
| Aug 2007 | $66.4M | $65.7M | $731.5K | 10 | -- |
| Feb 2007 | $66.4M | $65.7M | $731.5K | 10 | -- |
DateMar 2022
Total AUM$115.5M
Discretionary$107.2M
Non-Disc.$8.4M
Employees6
Clients2
DateMar 2021
Total AUM$110.3M
Discretionary$103M
Non-Disc.$7.3M
Employees7
Clients7
DateJun 2020
Total AUM$105.3M
Discretionary$98.8M
Non-Disc.$6.6M
Employees7
Clients6
DateMar 2020
Total AUM$105.3M
Discretionary$98.8M
Non-Disc.$6.6M
Employees7
Clients6
DateMar 2019
Total AUM$94.4M
Discretionary$88.3M
Non-Disc.$6.1M
Employees8
Clients1
DateMay 2018
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees8
Clients0
DateJul 2016
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees9
Clients100
DateJun 2016
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees9
Clients100
DateJun 2016
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees9
Clients100
DateMay 2016
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees9
Clients100
DateApr 2016
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees9
Clients100
DateApr 2016
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees9
Clients100
DateMar 2016
Total AUM$70.3M
Discretionary$70.3M
Non-Disc.$0
Employees9
Clients100
DateMar 2015
Total AUM$345.9M
Discretionary$338.9M
Non-Disc.$7M
Employees14
Clients340
DateJun 2014
Total AUM$277.1M
Discretionary$274.2M
Non-Disc.$2.9M
Employees13
Clients300
DateMay 2014
Total AUM$277.1M
Discretionary$274.2M
Non-Disc.$2.9M
Employees13
Clients300
DateMar 2014
Total AUM$277.1M
Discretionary$274.2M
Non-Disc.$2.9M
Employees13
Clients300
DateFeb 2014
Total AUM$277.1M
Discretionary$274.2M
Non-Disc.$2.9M
Employees13
Clients300
DateMar 2013
Total AUM$218.4M
Discretionary$214.1M
Non-Disc.$4.3M
Employees10
Clients200
DateJan 2013
Total AUM$189.8M
Discretionary$186.9M
Non-Disc.$2.8M
Employees9
Clients200
DateSep 2012
Total AUM$189.8M
Discretionary$186.9M
Non-Disc.$2.8M
Employees6
Clients200
DateMar 2012
Total AUM$189.8M
Discretionary$186.9M
Non-Disc.$2.8M
Employees6
Clients200
DateNov 2011
Total AUM$156.2M
Discretionary$152.9M
Non-Disc.$3.3M
Employees6
Clients101
DateFeb 2009
Total AUM$89.1M
Discretionary$88.2M
Non-Disc.$858.9K
Employees--
Clients--
DateMar 2008
Total AUM$98.6M
Discretionary$97.7M
Non-Disc.$968.1K
Employees--
Clients--
DateAug 2007
Total AUM$66.4M
Discretionary$65.7M
Non-Disc.$731.5K
Employees10
Clients--
DateFeb 2007
Total AUM$66.4M
Discretionary$65.7M
Non-Disc.$731.5K
Employees10
Clients--