AdFi
MA

MAS ADVISORS LLC

SEC Registered

Wealth Management and Tax-Efficient Investing

CORAL GABLES, FLhttps://masadvisorsllc.com786-364-3101
Assets Under Management
$1B–$5B
Employees
13
Office Locations
1 office
Total Accounts
295

About the firm

MAS Advisors, LLC is an SEC Registered Investment Adviser with offices in Miami, providing sophisticated wealth management services, with a focus on tax-efficient PPLI Separately Managed Accounts utilizing a dynamic alternative asset platform.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthPension/Profit SharingState/Municipal

Areas of expertise

Wealth ManagementTax-efficient InvestingPPLISeparately Managed AccountsAlternative Assets

Services

Design and manage Separately Managed Accounts, curate a Dynamic Alternative Asset Platform, advise on PPLI Policy Design, and bring deep knowledge of Tax Efficient Investment Plans.

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)2$694k
High Net Worth Individuals15$41M
Insurance Companies1
Sovereign Wealth Funds3

0 total clients reported on Form ADV.

Leadership

Ricardo Ramon Calderon
CHIEF COMPLIANCE OFFICER, MANAGING MEMBER AND MANAGING DIRECTOR
Robert Becerra
CHIEF OPERATING OFFICER

Office locations

1 office in 1 state
FL
CORAL GABLESHQ

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#165906
SEC Number
801-77354
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Minimum: $1,000,000 (waivable)

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MAS ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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MAS ADVISORS LLC in CORAL GABLES, FL | AdvisorFinder