# MASON ROAD WEALTH ADVISORS, L.L.C.

MASON ROAD WEALTH ADVISORS, L.L.C. of CHESTERFIELD, MO is an SEC-registered investment adviser.

## Registration

- CRD: 134109
- Type: SEC-registered investment adviser
- SEC file number: 801-113414
- Location: 424 S WOODS MILL ROAD, SUITE 340, CHESTERFIELD, MO, 63017
- Phone: 314-626-7400
- Latest filing: 2022-03-31
- Regulatory AUM: $115.5M
- Discretionary AUM: $107.2M
- Non-discretionary AUM: $8.4M
- Clients: 6
- Accounts: 402

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| BENDER WILLIAM JAY | MEMBER | — |
| WELTMAN JOEL WAYNE | MEMBER; MEMBER & CHIEF COMPLIANCE OFFICER | — |
| THOMAS JAMES EDWARD | MEMBER | — |
| PERRY WILLIAM JOSEPH | MEMBER | — |
| MCKEE CONNIE JEAN | MEMBER | — |
| KRAEMER MARY LEE | CHIEF COMPLIANCE OFFICER | — |
| PORCELLI-PLESCIA LORI ANN | MEMBER | — |
| SCHMIDT ROBERT B | MEMBER | — |
| GILMORE BRADLEY | MEMBER | — |
| SCHMIDT ROBERT BRIAN | MEMBER | — |
| GILMORE BRADLEY RUSSELL | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134109/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134109/similar
- Related entities: https://search.stillhousedata.com/firm/134109/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134109

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.