Mosaic Wealth Management, L.L.C.

Overview

Mosaic Wealth Management, L.L.C. is an independent, individually owned registered investment adviser that began SEC registration in 2022. The firm’s client focus is high-net-worth individuals and families, and its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Mosaic functions as a capital allocator—constructing portfolios with a mix of pooled public funds and selected external managers rather than relying solely on in-house proprietary products. Fee arrangements include percentage-of-AUM billing alongside fixed-fee engagements and other fee models, giving flexibility to match client needs. Mosaic does not position itself as an active ESG investor. It operates from a single office location and is not registered as a multi-state adviser.

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Investments & Alternatives

Location & Offices