Mason Ning
Investment adviser representative at Birdrock Wealth
12 yearsExperience
1 stateRegistered in
$146.3MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Birdrock WealthJan 2026 to now
- UnemployedApr 2025 to now
- Accenture Federal ServicesMay 2024 to Mar 2025
- Ernst & YoungJan 2023 to May 2024
- UnemployedSep 2022 to Dec 2023
- Virginia Tech UniversityAug 2018 to Aug 2022
- UnemployedJun 2018 to Jul 2018
- Saint Francis High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Birdrock Wealth
Legal name: Bird Rock Asset Management, LP.
$146.3MAssets managed
211Clients
6Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8206035
- Firm CRD
- 138872