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MOSAIC WEALTH MANAGEMENT, L.L.C.

· CRD 142793 · IAPD ↗ · mosaicw.com · 404-405-8080

$238.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — MOSAIC WEALTH MANAGEMENT, L.L.C. reported RAUM up 25% ($167.1M -> $209.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.