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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BYRNES, JOHN, THOMAS | I | CHAIRMAN | NA | |
| BYRNES, JOHN, THOMAS | I | CHAIRMAN | NA | |
| BYRNES, JOHN, THOMAS | I | CHAIRMAN | NA | |
| DOMACH, JAMES, S | I | CHIEF FINANCIAL OFFIER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | NA | |
| DOMACH, JAMES, S | I | CHIEF FINANCIAL OFFIER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | NA | |
| FIGUEROA, DEBORAH | I | CORPORATE SECRETARY | NA | |
| FIGUEROA, DEBORAH | I | CORPORATE SECRETARY | NA | |
| FIGUEROA, DEBORAH | I | CORPORATE SECRETARY | NA | |
| FIGUEROA, DEBORAH | I | CORPORATE SECRETARY | NA | |
| FIGUEROA, DEBORAH | I | CORPORATE SECRETARY | NA | |
| FIGUEROA, DEBORAH | I | CORPORATE SECRETARY | NA | |
| FIGUEROA, DEBORAH | I | CORPORATE SECRETARY | NA | |
| FIGUEROA, DEBORAH | I | CORPORATE SECRETARY | NA | |
| FIGUEROA, DEBORAH | I | CORPORATE SECRETARY | NA | |
| FIGUEROA, DEBORAH | I | CORPORATE SECRETARY | NA | |
| GEHL, WILLIAM, DANIEL | I | DIRECTOR | NA | |
| GEHL, WILLIAM, DANIEL | I | DIRECTOR | NA | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | NA | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | NA | |
| MYERS, GREGORY, JON | I | VICE PRESIDENT | NA | |
| MYERS, GREGORY, JON | I | VICE PRESIDENT | NA | |
| SMITH, THOMAS, GORDON | I | EXECUTIVE VICE PRESIDENT | NA | |
| SMITH, THOMAS, GORDON | I | EXECUTIVE VICE PRESIDENT | NA | |
| VAUGHN, JOANNE | I | CORPORATE SECRETARY | NA | |
| VAUGHN, JOANNE | I | CORPORATE SECRETARY | NA | |
| VAUGHN, JOANNE | I | CORPORATE SECRETARY | NA | |
| VAUGHN, JOANNE | I | CORPORATE SECRETARY | NA | |
| BYRNES, JOHN, THOMAS | I | PRESIDENT | E | Control |
| BYRNES, JOHN, THOMAS | I | PRESIDENT | E | Control |
| SMITH, THOMAS, GORDON | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, THOMAS, GORDON | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, THOMAS, GORDON | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, THOMAS, GORDON | I | CHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, THOMAS, GORDON | I | CHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, THOMAS, GORDON | I | CHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, THOMAS, GORDON | I | CHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, THOMAS, GORDON | I | CHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, THOMAS, GORDON | I | CHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, THOMAS, GORDON | I | CHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, THOMAS, GORDON | I | CHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER | D | Control |
| SMITH, THOMAS, GORDON | I | CHAIRMAN, PRESIDENT, AND CHIEF EXECUTIVE OFFICER | D | Control |
| DOMACH, JAMES, S | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | B | |
| HOLBROOK, BENJAMIN, LINCOLN | I | VICE PRESIDENT | B | |
| HOLBROOK, BENJAMIN, LINCOLN | I | VICE PRESIDENT | B | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | B | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | B | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | B | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | B | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | B | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | B | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | B | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | B | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | B | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | B | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | B | |
| KENEALEY, KEVIN, P | I | VICE PRESIDENT | B | |
| MYERS, GREGORY, JON | I | VICE PRESIDENT | B | |
| MYERS, GREGORY, JON | I | VICE PRESIDENT | B | |
| MYERS, GREGORY, JON | I | VICE PRESIDENT | B | |
| MYERS, GREGORY, JON | I | VICE PRESIDENT | B | |
| MYERS, GREGORY, JON | I | VICE PRESIDENT | B | |
| MYERS, GREGORY, JON | I | VICE PRESIDENT | B | |
| RADTKE, JAY, J | I | VICE PRESIDENT | B | |
| RADTKE, JAY, J | I | VICE PRESIDENT | B | |
| DOMACH, JAMES, S | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | A | |
| DOMACH, JAMES, S | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | A | |
| DOMACH, JAMES, S | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | A | |
| DOMACH, JAMES, S | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | A | |
| DOMACH, JAMES, S | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | A | |
| DOMACH, JAMES, S | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | A | |
| DOMACH, JAMES, S | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | A | |
| DOMACH, JAMES, S | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | A | |
| DOMACH, JAMES, S | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | A | |
| DOMACH, JAMES, S | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | A | |
| DOMACH, JAMES, S | I | VICE PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER AND ASSISTANT SECRETARY | A | |
| HOLBROOK, BENJAMIN, LINCOLN | I | VICE PRESIDENT | A | |
| HOLBROOK, BENJAMIN, LINCOLN | I | VICE PRESIDENT | A | |
| HOLBROOK, BENJAMIN, LINCOLN | I | VICE PRESIDENT | A | |
| HOLBROOK, BENJAMIN, LINCOLN | I | VICE PRESIDENT | A | |
| RADTKE, JAY, J | I | VICE PRESIDENT | A | |
| RADTKE, JAY, J | I | VICE PRESIDENT | A | |
| RADTKE, JAY, J | I | VICE PRESIDENT | A | |
| RADTKE, JAY, J | I | VICE PRESIDENT | A |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (1)
WI
Address
411 E. WISCONSIN AVENUESUITE 1280
MILWAUKEE, WI 53202
United States
Phone: 414-727-6400