Mosaic Wealth Management LLC
● SEC registered since 2026CRD 340681SEC# 801-135517Bloomington, IN
Reg. AUM
$285M
Employees
2
Accounts
199
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 reports $285 million in regulatory assets under management and 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 much does Mosaic Wealth Management LLC manage?
Mosaic Wealth Management LLC reports $285 million in regulatory assets under management on its Form ADV.
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
Regulatory AUMTop 64%
Larger than 36% of 16,306 advisers
EmployeesTop 86%
More than 14% of 16,824 advisers
Assets under management
$285Mregulatory AUM
Discretionary $0Non-discretionary $285M