# Mason Wealth Strategies

> Mason Wealth Strategies is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 308456
- Filed as: MASON WEALTH STRATEGIES
- Legal name: Mason Wealth Strategies, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308456
- AdvisorCensus page: https://advisorcensus.com/firm/mason-wealth-strategies-308456

## Quick answers

**How is Mason Wealth Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Mason Wealth Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Mason Wealth Strategies registered with the SEC or a state?**
Mason Wealth Strategies is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308456.

**How much does Mason Wealth Strategies manage?**
Mason Wealth Strategies reports $5,150,000 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Mason Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (2); investment companies (1).

**Does Mason Wealth Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/308456

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,150,000
- Discretionary: $5,150,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $750,000 |
| High net worth individuals | 2 | $4,000,000 |
| Investment companies | 1 | $400,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- masonws.com
- Facebook @MasonWS
- LinkedIn @ryancmason

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mason Wealth Strategies (CRD 308456): Form ADV filing data as of October 2026.