1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MOSAIC WEALTH MANAGEMENT

Map pinBETHESDA, MD
Phone301-564-3000
NotebookSEC #801-65313
Total AUM
$44.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE DEMOCRACY PLAZA
6701 DEMOCRACY BLVD, SUITE 505
BETHESDA
MD 20817
USA
Operating Hours
9 AM TO 5PM
Monday - Friday
Phone
301-564-3000

ReceiptFinancials

Total AUM
$44.1M
Accounts
158
Discretionary
$44.1M
Accounts
158
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account