Mosaic Wealth Management LLC
Firm details
- Headquarters
- Bloomington, Indiana
- CRD number
- 340681
- Registered since
- March 9, 2026
- Website
- www.mosaicwm.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI84.56%
- Individuals15.44%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mosaic Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered as of 2026 and focuses on fee-based wealth management for individual and family clients, charging a percentage-of-AUM advisory fee. Its stated advisory activities are portfolio management for individuals and small businesses and the selection of other advisers, and it acts as a capital allocator when appropriate. Mosaic does not identify as an active ESG investor and is structured as a single-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds93%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Christopher Meador
Partner, Senior Financial AdvisorCRD 5577661
Ronald Deinlein
Investment Adviser RepresentativeCRD 2130276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bloomington, IN
Monroe
Location
Bloomington, IN
Headquartered in Bloomington, IN, anchoring the Bloomington-Bedford, IN metro in the Midwest.
- Metro area
- Bloomington-Bedford, IN
- Region
- Midwest
- County
- Monroe
- Address
- 463 S Park Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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