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S.A. MASON, LLC

HOLLAND, MI · CRD 151440 · IAPD ↗ · sa-mason.com · 616-355-3500

$528.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — S.A. MASON, LLC notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — S.A. MASON, LLC crossed $500M in regulatory AUM ($454.3M -> $573.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.