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MOSAIC FI LLC

LINCOLNSHIRE, IL · CRD 169670 · IAPD ↗ · 847-371-5203

$112.8MRegulatory AUM
2Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — MOSAIC FI LLC (LINCOLNSHIRE, IL) is newly SEC-registered with $112.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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