Mason Wells, Inc.
SEC RegisteredMidwest-focused private equity
About the firm
Mason Wells is a Milwaukee-based private equity firm that has raised $2.4 billion in aggregate across five independent buyout funds. They partner with the founders, families, and managers of primarily Midwestern US-based businesses to help them realize their financial potential while preserving the company's legacy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private equity buyout investing, partnering with businesses to help them realize their financial potential while preserving the company's legacy
Who they serve
Founders, families, and managers of primarily Midwestern US-based businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 4 | $1.4B |
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mason Wells, Inc. 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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