MASON WELLS, INC.
CRD #173069 SEC #801-80473 MILWAUKEE, WI 414-727-6400
SEC Registered Private Funds
Total AUM
$1.9B
Discretionary
$1.9B
Employees
21
Clients
--
Accounts
4
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.9B | $1.9B | $0 | 21 | 0 |
| Mar 2024 | $2.1B | $2.1B | $0 | 22 | 0 |
| Mar 2023 | $1.9B | $1.9B | $0 | 20 | 0 |
| Mar 2022 | $2B | $2B | $0 | 20 | 0 |
| Mar 2021 | $2B | $2B | $0 | 19 | 0 |
| Aug 2020 | $825.6M | $825.6M | $0 | 19 | 0 |
| Apr 2020 | $825.6M | $825.6M | $0 | 19 | 0 |
| Mar 2020 | $825.6M | $825.6M | $0 | 18 | 0 |
| Mar 2019 | $1.1B | $1.1B | $0 | 18 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 18 | 0 |
| Mar 2017 | $1.1B | $1.1B | $0 | 17 | 1 |
| Mar 2016 | $1.4B | $1.4B | $0 | 14 | 1 |
| Mar 2015 | $1B | $1B | $0 | 13 | 1 |
| Oct 2014 | $836.4M | $836.4M | $0 | 13 | 1 |
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees21
Clients0
DateMar 2024
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees22
Clients0
DateMar 2023
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees19
Clients0
DateAug 2020
Total AUM$825.6M
Discretionary$825.6M
Non-Disc.$0
Employees19
Clients0
DateApr 2020
Total AUM$825.6M
Discretionary$825.6M
Non-Disc.$0
Employees19
Clients0
DateMar 2020
Total AUM$825.6M
Discretionary$825.6M
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees18
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients0
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees17
Clients1
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients1
DateMar 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees13
Clients1
DateOct 2014
Total AUM$836.4M
Discretionary$836.4M
Non-Disc.$0
Employees13
Clients1