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Building 2MOSAIC WEALTH MANAGEMENT, L.L.C.

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Phone404-405-8080
NotebookSEC #801-123417
Total AUM
$238.8M
Employees
2
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
404-405-8080

ReceiptFinancials

Total AUM
$238.8M
Accounts
348
Discretionary
$238.8M
Accounts
348
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$7.2M
HNW Individual Clients
69
AUM
$231.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING SERVICE INCOME

Shield checkCompliance

Disclosures

None reported

State Registrations
GALA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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