MASON & ASSOCIATES, INC.
  • MASON & ASSOCIATES, INC.
  • MASON & ASSOCIATES INSURANCE SERVICES INC.
  • MASON & ASSOCIATES INSURANCE SERVICES LLC.
  • TRANSFORMATIVE WEALTH MANAGEMENT

Adviser Profile

As of Date 01/29/2026
Registration SEC, Approved, 08/03/2006
ADV Location LOS ANGELES, CA, United States
Contact Info 323 xxxxxxx
Websites
AUM* 828,735,152 54%
of that, discretionary 707,671,058 49%
Number of Employees 8 14%
of those in investment advisory functions 8 60%
Private Fund GAV* 0
Avg Account Size 386,717 23%
% High Net Worth 30.66% 26%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

708M 607M 505M 404M 303M 202M 101M
2015 2016 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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