Mosaic Wealth Management, L.l.c.
Mosaic Wealth Management, L.l.c. is an SEC-registered ibd network with $238.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Mosaic Wealth Management, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142793, SEC 801-123417, data through 2026-01-26.
- AUM (assets under management / regulatory AUM)
- $238.8M (2026-01-26)
- Firm type
- Ibd Network
- Employees
- 2
- Clients
- 75
- CRD
- 142793
- Ownership
- HUDGINS, MATTHEW, JEFFERY
How much AUM does Mosaic Wealth Management, L.l.c. have?
Mosaic Wealth Management, L.l.c. reported $238.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-26).
Who owns Mosaic Wealth Management, L.l.c.?
Disclosed owners and executives of Mosaic Wealth Management, L.l.c. include HUDGINS, MATTHEW, JEFFERY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.