Mosaic Wealth Management, L.L.C.
● SEC registered since 2022CRD 142793SEC# 801-123417
Reg. AUM
$238.8M
Employees
2
Accounts
348
Location
—
Mosaic Wealth Management, L.L.C. assets under management
Mosaic Wealth Management, L.L.C. is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $238.8 million in regulatory assets under management and employs 2 people.
Mosaic Wealth Management, L.L.C. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew Jeffery Hudgins Control | Chairman, Chief Compliance Officer, Sole Member | Over 75% | 2006 |
Frequently asked questions
How much does Mosaic Wealth Management, L.L.C. manage?
Mosaic Wealth Management, L.L.C. reports $238.8 million in regulatory assets under management on its Form ADV.
How many employees does Mosaic Wealth Management, L.L.C. have?
Mosaic Wealth Management, L.L.C. reports 2 employees.
Does Mosaic Wealth Management, L.L.C. disclose fund performance?
Mosaic Wealth Management, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 404-405-8080 |
| Fax | 404-806-2145 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$238.8M▲ 14%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$238.8Mregulatory AUM
Discretionary $238.8M