MASON WELLS, INC.

411 E. Wisconsin Avenue
Suite 1280
Milwaukee, Wisconsin 53202
Tel: 414-727-6400

About MASON WELLS, INC.

MASON WELLS, INC, formally registered with the SEC as MASON WELLS, INC. The firm was established in 10/28/2014. They have over 1 offices throughout the country.

MASON WELLS, INC. is a Milwaukee, Wisconsin based Financial Planning firm with nearly $2,141,471,695 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173069
SEC#	801-80473
Assets Managed by Firm	$2,141,471,695
No. of Clients	6
No. of Advisors	22

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$2,141,471,695

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