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Direct Owner · Broadside Wealth

Mason Liang

CRD 8337546 · Named on Form ADV at one SEC-registered adviser

At a glance

Broadside Wealth, an SEC-registered wealth manager based in SAN Francisco, CA with $875 million in regulatory assets, lists Mason Liang on its Form ADV as Direct Owner, a control person.

Firms and roles

  • Broadside WealthDirect OwnerWealth manager · SAN Francisco, CA · $875M in regulatory assets

AtlasMembers

Mason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.