Mosaic Wealth Management LLC
● SEC registered since 2026CRD 340681SEC# 801-135517Bloomington, IN
Reg. AUM
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Employees
2
Accounts
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Location
Bloomington, IN
Mosaic Wealth Management LLC assets under management
Mosaic Wealth Management LLC is an investment advisory firm registered with the SEC based in Bloomington, IN. The firm has been registered since 2026. It employs 2 people.
Mosaic Wealth Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Hays Meador Control | Partner, Senior Financial Advisor | 5-10% | 2026 |
| Ronald Jack Deinlein Control | Managing Partner, Senior Financial Advisor, Chief Compliance Officer | Over 75% | 2026 |
Frequently asked questions
How many employees does Mosaic Wealth Management LLC have?
Mosaic Wealth Management LLC reports 2 employees.
Where is Mosaic Wealth Management LLC located?
Mosaic Wealth Management LLC is based in Bloomington, IN and has been SEC-registered since 2026.
Does Mosaic Wealth Management LLC disclose fund performance?
Mosaic Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 463 South Park Ridge Road, #102, Bloomington, IN 47401 |
| Phone | 812-333-3275 |
| Fax | N/A |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 86%
More than 14% of 16,825 advisers