Mosaic Wealth Management, LLC
Mosaic Wealth Management, LLC (CRD# 142793) is a financial advisory firm headquartered in , . They manage $167,071,271 in 317 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Mosaic Wealth Management, LLC
By the Numbers
-
Total Assets Under Management167MILLION
-
Total Number of Accounts317ACCOUNTS
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Average Account Value$527,039
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, LA
Financial Advisors at Mosaic Wealth Management, LLC
1
Matthew Hudgins (CRD# 2524749) is an Investment Advisor Representative working at Mosaic Wealth Management, LLC in Atlanta, GA and has over 28 years of experience in the finance industry.
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