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MOZAIC, LLC

BEVERLY HILLS, CA · CRD 145777 · IAPD ↗ · mozaic-llc.com · 310-247-9657

$3.64BRegulatory AUM
11Advisory reps
14Employees
93Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — MOZAIC, LLC reported RAUM up 26% ($2.90B -> $3.64B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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