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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mosaic Pacific Investment Advisors LLC
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| CRD # | 169423 |
| SEC # | 801-117256 |
| CIK # | |
| AUM | $434.0 M (2025-03-07) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 808-591-1200 |
| Address | 615 Piikoi Honolulu, HI 96814 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 516 | 157.2 |
| (b) Individuals (high net worth individuals) | 91 | 174.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 102.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,604 | 434.0 |
| By Discretionary | ||
| Discretionary | 1,604 | 434.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,604 | 434.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 434.0 | |
| Total | 1,604 | 434.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Milwealth Group LLC
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|
WI | 0.4 |
|
Silverleafe Capital Partners LLC
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|
TN | 0.4 |
|
Denver Wealth Management Inc
✚
|
CO | 0.4 |
|
Family Financial Solutions Group LLC
✚
|
CO | 0.4 |
|
Rezny Wealth Management Inc
✚
|
FL | 0.4 |
|
Jacksonville Wealth Management LLC
✚
|
FL | 0.4 |
|
Financial Avengers Inc
✚
|
CA | 0.4 |
|
Robert L Bender Inc DBA Robert Bender & Associates
✚
|
CA | 0.4 |
|
Ruedi Wealth Management Inc
✚
|
IL | 0.4 |
|
Lewis Financial Management LLC
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|
NC | 0.4 |