MOSAIC WEALTH MANAGEMENT LLC

Overview

Mosaic Wealth Management LLC is a recently formed, SEC-registered limited liability company that provides portfolio management for individuals and small businesses and acts as a capital allocator. The firm also engages in selection of other advisers, indicating it will use third‑party managers or sub‑advisers as part of its solutions. Mosaic charges advisory fees calculated as a percentage of assets under management. The firm is owned by an individual and is listed as an unclassified adviser. Mosaic is not identified as an active ESG investor, does not market itself as a multi‑state adviser, and is not described as a pension consultant or related adviser to another registered entity.

Assets & Accounts