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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mozaic LLC
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| CRD # | 145777 |
| SEC # | 801-68951 |
| CIK # | |
| AUM | $4.1 B (2025-03-19) |
| Employees | 13 (77% Investors, 0% Brokers) |
| Phone | 310-247-9657 |
| Address | 350 South Beverly Drive, Suite 340 Beverly Hills, CA 90212 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 70 | 3.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 4.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 76 | 4.1 |
| Total | 76 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 3.9 | |
| Total | 76 | 4.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pacific Financial Group Inc
✚
|
TN | 4.1 |
|
W H Reaves & Co Inc
✚
|
NJ | 4.1 |
|
Calamos Wealth Management LLC
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IL | 4.1 |
|
Financial Advocates Investment Management
✚
|
WA | 4.1 |
|
van Berkom and Associates Inc
✚
|
4.1 | |
|
Ashton Thomas Private Wealth LLC
✚
|
AZ | 4.1 |
|
Texas Yale Capital Corp
✚
|
FL | 4.0 |
|
Larson Financial Group LLC
✚
|
MO | 4.0 |
|
Bridgeway Capital Management LLC
✚
|
TX | 4.0 |
|
Finaccess Advisors LLC
✚
|
FL | 4.0 |