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| First Mason Financial LLC
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|---|---|
| CRD # | 145025 |
| SEC # | 801-72315 |
| CIK # | |
| AUM | 185.7 M (2026-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 330-722-5777 |
| Address | 33 Public Square Medina, OH 44256 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 317 | 75.8 |
| (b) Individuals (high net worth individuals) | 65 | 106.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,068 | 185.7 |
| By Discretionary | ||
| Discretionary | 1,068 | 185.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,068 | 185.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 185.7 | |
| Total | 1,068 | 185.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 5 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Gibson Wealth Advisors LLC
✚
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186.1 M | |
|
Vigil Wealth Management LLC
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GA | 186.0 M |
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Hillspring Financial Inc
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Schrum Private Wealth Management LLC
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|
The Kocen Financial Group Inc
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Liberty Atlantic Advisors LLC
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185.8 M | |
|
Doheny Asset Management LLC
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CA | 185.7 M |
|
Delos Wealth Advisors LLC
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TX | 185.6 M |
|
Ahara Advisors LLC
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NJ | 185.4 M |