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 serving individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its billing is flexible — using asset-based fees, hourly rates, and fixed fees depending on the engagement. Mosaic Fi does not position itself as an ESG-focused manager and is not listed as a multi-state capital allocator.
Assets & Accounts
Public Holdings
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 2JENIFER 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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