← Tributary

MASON WELLS, INC.

MILWAUKEE, WI · CRD 173069 · IAPD ↗ · masonwells.com · 414-727-6400

$1.42BRegulatory AUM
20Advisory reps
22Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2026 — MASON WELLS, INC. reported RAUM down 26% ($1.93B -> $1.42B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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