MOSAIC WEALTH MANAGEMENT, L.L.C.
SEC Form ADV profile.
Total regulatory AUM
$238,805,080
Discretionary
$238,805,080
Non-discretionary
$0
Firm details
- CRD number
- 142793
- SEC file number
- 801-123417
- Employees
- 2
- SEC status
- Approved
- Website
- HTTPS://WWW.MOSAICW.COM
- Fee structure
-
Percentage of AUM Fixed fees Other
As of November 2026.