Mosaic Advisors
Mosaic Advisors is an SEC-registered ibd network in Houston, TX with $580.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Mosaic Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164913, SEC 801-99369, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $580.5M (2026-04-02)
- Firm type
- Ibd Network
- Location
- Houston, TX
- Employees
- 27
- Clients
- 72
- CRD
- 164913
- Ownership
- MOSAIC WEALTH PARTNERS, LLC; HENRY, BRANDON, ROSS; PERRAS, CHRISTOPHER; GOLDBERG, JAY, LEE; KESNER, CAREY, STUART
How much AUM does Mosaic Advisors have?
Mosaic Advisors reported $580.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Mosaic Advisors?
Disclosed owners and executives of Mosaic Advisors include MOSAIC WEALTH PARTNERS, LLC, HENRY, BRANDON, ROSS, PERRAS, CHRISTOPHER, GOLDBERG, JAY, LEE, KESNER, CAREY, STUART. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.