Mason William Yerian
Investment adviser representative at Aegis Wealth Management, Inc.
10 yearsExperience
2 statesRegistered in
$216.5MFirm assets
7 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Aegis Wealth Management, Inc.Apr 2026 to now
- Ohio UniversityAug 2025 to now
- Ohio University Club With Etp Wealth ManagementJul 2024 to now
- Raising Cane'sMay 2023 to now
- Primary & Secondary SchoolApr 2016 to Jun 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Aegis Wealth Management, Inc.
$216.5MAssets managed
2,350Clients
23Advisers
7 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
- 8249651
- Firm CRD
- 301990