Mosaic Fi LLC
Firm details
- Headquarters
- Lincolnshire, Illinois
- CRD number
- 169670
- Registered since
- April 20, 2026
- Website
- www.mosaicfi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.51%
- Individuals12.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Mosaic Fi LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm lists SEC registration in 2026 and serves primarily individuals and families. Its service mix centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Mosaic Fi bills clients through a combination of AUM-based fees, hourly charges, and fixed-fee arrangements. The firm does not identify as an ESG-focused investor, is not a multi-state adviser, and is not structured as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
2 of 2
Jenifer Aronson
Founder and Managing PartnerCRD 6277446
Tamra Wener
Partner and DirectorCRD 2286725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lincolnshire, IL
Lake
Location
Lincolnshire, IL
Headquartered in Lincolnshire, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 475 Half Day Rd
- Time zone
- CT (UTC-6)
- Office locations
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