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MOZAIC, LLC
CRD 145777 · SEC 801-68951
350 SOUTH BEVERLY DRIVE, SUITE 340, BEVERLY HILLS, CA, 90212, United States
Phone
310-247-9657
Fax
310-247-9658
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.64B
Discretionary AUM
$0
Team
14 total employees; 11 advisory reps; 93 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 86 | $3.37B |
| Charitable organizations | 7 | $276.5M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD