Falists

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Filter by name, location, or specialty. All data from public SEC filings.

65 advisers found

MOZAIC, LLC

Beverly Hills, CA

AUM

$3.64B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

11 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

310-247-9657

ELYXIUM WEALTH LLC

Beverly Hills, CA

AUM

$819.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

6 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

(310) 221-8349*224

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