LP Profile

Mosaic Wealth Management

Also known as mosaic wealth

Wealth ManagerAtlanta, United StatesFounded 2007
Atlanta
Headquarters
Investment Focus

About Mosaic Wealth Management

Mosaic Wealth Management is a wealth manager based in Atlanta, US. Founded in 2007.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Mosaic Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$2.0B
Total Clients
4,827
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Mosaic Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Mosaic Wealth Management?

Mosaic Wealth Management is a wealth manager based in Atlanta, United States.

Where is Mosaic Wealth Management headquartered?

Mosaic Wealth Management is headquartered in Atlanta, United States.

When was Mosaic Wealth Management founded?

Mosaic Wealth Management was founded in 2007.

How can I contact Mosaic Wealth Management?

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