Home
›
Firms
›
MASON ROAD WEALTH ADVISORS, L.L.C.
MASON ROAD WEALTH ADVISORS, L.L.C.
CHESTERFIELD, Missouri
·
6 registered advisors
·
CRD# 134109
SEC# 801-113414
0
314-626-7400
01
Firm Overview
AUM
$116M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MASON ROAD WEALTH ADVISORS, L.L.C.
6 registered advisors
Bradley Russell Gilmore
CHESTERFIELD, Missouri
CRD# 5997372
James Edward Thomas
CHESTERFIELD, Missouri
CRD# 4918540
Joel Wayne Weltman
CHESTERFIELD, Missouri
CRD# 4918536
Lori Ann Porcelli-Plescia
CHESTERFIELD, Missouri
CRD# 5409054
Robert Brian Schmidt
CHESTERFIELD, Missouri
CRD# 5997370
William Joseph Perry
CHESTERFIELD, Missouri
CRD# 4918541
05
Office Locations
CHESTERFIELD, Missouri
6 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. MASON ROAD WEALTH ADVISORS, L.L.C. (CRD# 134109) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.