Chief Investment Officer · Cairn Wealth Management
Patrick J. Mason
CRD 4585346 · Named on Form ADV at one SEC-registered adviser
At a glance
Cairn Wealth Management, an SEC-registered wealth manager based in Vancouver, WA with $385 million in regulatory assets, lists Patrick J. Mason on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Cairn Wealth ManagementChief Investment OfficerWealth manager · Vancouver, WA · $385M in regulatory assets
AtlasMembers
Patrick’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
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Timothy A. MosierCCO President, Cairn Wealth Management
- Mark P. FarrellySenior Advisor and Director of Financial Planning, Cairn Wealth Management
- Cherie A. KingDirector of Operations and Compliance, Cairn Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.