Services:
Portfolio Management for Individuals, Investment Advisor Selection
Frequently Asked Questions
Mosaic Wealth Management LLC 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 #340681), Mosaic Wealth Management LLC is subject to fiduciary duty under federal law.
Mosaic Wealth Management LLC is headquartered in BLOOMINGTON, IN.
Mosaic Wealth Management LLC serves 77 high-net-worth clients according to their SEC filing dated July 7, 2026. View client details ↓
According to their SEC Form ADV, Mosaic Wealth Management LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
Mosaic Wealth Management LLC manages $285 million in client assets according to their SEC filing dated July 7, 2026.
According to their SEC Form ADV, Mosaic Wealth Management LLC serves high-net-worth individuals. View client details ↓