Mason Westbridge Asset Management LLC

Public-record details

Address

3740 Davinci CT Ste 430, Peachtree Corners, GA 30092

Phone

(404) 754-3956

Listed under

Hourly fees, Flat / fixed fees, % of assets managed

CRD number

317589

Registration

State registered: GA

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees; Performance-based fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Educational seminars/workshops

Regulatory assets under management

$9.0 million

Accounts managed

239

Clients reported (Form ADV 5.D)

147

Individual / high-net-worth clients

142 / 4

Employees

2

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-20

State registered (GA) investment adviser, CRD 317589, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 317589 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.