Overview
Assets Under Management: $209 million
High-Net-Worth Clients: 62
Average Client Assets: $3 million
Frequently Asked Questions
MOSAIC WEALTH MANAGEMENT, L.L.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142793), MOSAIC WEALTH MANAGEMENT, L.L.C. is subject to fiduciary duty under federal law.
MOSAIC WEALTH MANAGEMENT, L.L.C. serves 62 high-net-worth clients according to their SEC filing dated January 14, 2025. View client details ↓
According to their SEC Form ADV, MOSAIC WEALTH MANAGEMENT, L.L.C. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MOSAIC WEALTH MANAGEMENT, L.L.C. manages $209 million in client assets according to their SEC filing dated January 14, 2025.
According to their SEC Form ADV, MOSAIC WEALTH MANAGEMENT, L.L.C. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 332
Discretionary Accounts: 332
Regulatory Filings
CRD Number: 142793
Last Filing Date: 2025-01-14 00:00:00
Website: https://mosaicw.com