Mason Westbridge Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$7,500,000
Clients
146
Advisors
2
of 2 employees
About
Mason Westbridge Asset Management LLC provides investment advisory and management services to individuals, retirement plans, and private investment companies (pooled investments), with most accounts managed on a discretionary basis. The firm offers both traditional advisory arrangements and a wrap-fee program and generally charges fees based on a percentage of assets under management.
MWB uses client risk questionnaires and the principles of Modern Portfolio Theory to build globally diversified allocation models ranging from Aggressive to Conservative, implemented with no‑load mutual funds, ETFs, individual stocks and bonds. Its Portfolio Management Team monitors markets daily, conducts firm-wide strategy reviews roughly every four weeks, and may allocate all or portions of client assets to third‑party asset managers (TAMPs).
Several operational features differentiate MWB from many peers: it acts as adviser to private pooled investment vehicles and limits the use of performance‑based fees to those private investment companies; it discloses a solicitor/referral arrangement with Prospera (a referral affiliate jointly owned with an outside accounting firm) that shares advisory fees 50/50; and its agreements permit transactions such as securities repurchase and reverse repurchase operations and the use of TAMP‑required custodians, all of which create affiliations and practices that are less common among similarly structured firms.
Client services
Expertise
Fee options
Performance-based fees charged only to private investment companies (pool investment vehicles), not to retail investors.
Main office
3740 Davinci Ct Ste 430
Peachtree Corners GA 30092
Advisors at this office
2
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Arturo M
Series 63, Series 65
Peachtree Corners, GA
Mason Westbridge Asset Management LLC
Arturo Molina Casas is a financial advisor with Mason Westbridge Asset Management LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Mason Westbridge in 2021, he worked at ADB Advertising Corp, PFS Investments Inc, and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and management services to individuals, retirement plans, and private investment companies, using globally diversified allocation models based on client risk profiles and Modern Portfolio Theory. The firm manages most accounts on a discretionary basis and incorporates both traditional advisory arrangements and a wrap-fee program.
Curtis P
Series 63, Series 65
Peachtree Corners, GA
Mason Westbridge Asset Management LLC
Curtis Parker is a financial advisor at Mason Westbridge Asset Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services. Mason Westbridge Asset Management LLC provides investment advisory and portfolio management services to individuals, retirement plans, and private investment companies. The firm employs an investment approach based on Modern Portfolio Theory and manages most accounts on a discretionary basis, including the use of third-party asset managers and a range of allocation models adjusted for market conditions.
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