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MOZAIC, LLC
CRD 145777File 801-68951
APPROVED
Retail clients
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.64B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $3.64B
Clients
93
93 accounts
Employees
14
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 18, 2008
- Principal office
- 350 SOUTH BEVERLY DRIVE, SUITE 340, BEVERLY HILLS, CA, 90212
- Phone
- 310-247-9657
- Website
- HTTP://MOZAIC-LLC.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.64B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $3.64B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 93
- Total accounts
- 93
- AUM per client
- $39.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 7 | $276.5M |
| High net worth individuals | 86 | $3.37B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.