Mosaic Advisors is an investment advisor in Houston with $352.90 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
454387745
SEC advisor number
801-99369
FINRA CRD number
164913
AUM ?
$352.90 mm
(as of 28 Apr 23)
Accounts
161
(as of 28 Apr 23)
Employees
14
(7 investment advisory or research)
Office hours
Monday - Friday, 8 A.M. - 5 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mosaic Wealth Partners, LLC | Managing Member | 06/2012 | > 75% |
Goldberg, Jay, Lee | Managing Partner | 06/2012 | 25-50% |
Henry, Brandon, Ross | Partner | 06/2012 | > 75% |
Kesner, Carey, Stuart | Partner | 06/2012 | 25-50% |
Goldberg, Jay, Lee | Managing Partner | 06/2012 | < 5% |
Henry, Brandon, Ross | Partner | 06/2012 | < 5% |
Kesner, Carey, Stuart | Partner and Chief Compliance Officer | 06/2012 | < 5% |
Aperture Holdings | Owner | 01/2021 | 25-50% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jul 24
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22