Falists
← Back to search

MOSAIC WEALTH MANAGEMENT, L.L.C.

CRD 142793 · SEC 801-123417

Visit website

GA, United States

Phone

404-405-8080

Fax

404-806-2145

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$238.8M

Discretionary AUM

$238.8M

Team

2 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; CONSULTING SERVICE INCOME

Org form

Limited Liability Company

Filing date

2026-01-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals6$7.2M
High net worth individuals69$231.7M

States served

GA, LA

All web addresses on file

Official SEC filing: View on IAPD