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Mosaic Wealth Management, L.L.C.

● SEC registered since 2022CRD 142793SEC# 801-123417
Export (members)
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.
www.mosaicw.comView on SEC.gov ↗

Mosaic Wealth Management, L.L.C. owners & executives

1 reported
NameTitleOwnershipSince
Matthew Jeffery Hudgins ControlChairman, Chief Compliance Officer, Sole MemberOver 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

Phone404-405-8080
Fax404-806-2145
Office hours8:30a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$238.8M
Non-discretionary$0
Total (RAUM)$238.8M