BEVERLY HILLS, CACRD 145777Latest ADV March 24, 2026
Mozaic, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 24, 2026, reports $3.6B in regulatory assets under management, 14 employees, and 93 accounts.
Assets Under Management
$3.6B
Employees
14
Offices
--
Total Clients
93
Primary office
BEVERLY HILLS, CA
350 SOUTH BEVERLY DRIVE, SUITE 340, BEVERLY HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.5% of total clients.
Top client categories% of clientsClients
1
HNWI
92.5%
86
2
Charitable
7.5%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.6Bas of March 24, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$3.6B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.6B
Total Accounts93
10Y AUM Change+$1.9B (+112.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee7:1
10Y Employee Change+1 (+7.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.