|
⚲
|
| Mosaic Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 142793 |
| SEC # | 801-123417 |
| CIK # | |
| AUM | $167.1 MM (2024-02-09) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 404-405-8080 |
| Address | 1064 Brookhaven Lane Atlanta, GA 30319 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 5.0 |
| (b) Individuals (high net worth individuals) | 57 | 162.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 317 | 167.1 |
| By Discretionary | ||
| Discretionary | 317 | 167.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 317 | 167.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 167.1 | |
| Total | 317 | 167.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Echo45 Advisors LLC
✚
|
CA | 0.2 |
|
ECON Financial Services Corporation
✚
|
PA | 0.2 |
|
Browning Capital Management LLC
✚
|
OR | 0.2 |
|
Gunn & Company Investment Management Inc
✚
|
FL | 0.2 |
|
Knowledge Leaders Capital LLC
✚
|
CO | 0.2 |
|
Altamont Wealth Management Inc
✚
|
CA | 0.2 |
|
Center for Wealth Management LLC
✚
|
OH | 0.2 |
|
The Westchester Group LLC
✚
|
OH | 0.2 |
|
Salus Financial Advisors LLC
✚
|
CO | 0.2 |
|
Position Wealth LLC
✚
|
TX | 0.2 |