# Mosaic Wealth Management LLC: new SEC registration, $285M AUM, Bloomington, IN

**Score:** 40/100

| Field | Value |
|---|---|
| Firm | Mosaic Wealth Management LLC |
| Legal name | Mosaic Wealth Management LLC |
| CRD | 340681 |
| Status | Approved |
| Registered with the SEC | 2026-03-09 |
| Latest Form ADV filing | 2026-07-07 |
| Location | Bloomington, IN, United States |
| Regulatory AUM | $285,000,000 |
| Accounts | 199 |
| Employees | 2 |

## Why this score
- $285M under management.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/340681). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.