M
CRD: 323422
Mosaic Wealth Consultants, Inc.
Millington, TN, 38053
9016513151
$3.2M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
3 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-2022
- Office Locations
- 1
Office Locations
731 RAY Bluff RD Millington TN
About Mosaic Wealth Consultants, Inc.
Mosaic Wealth Consultants, Inc. is a Millington-based RIA. The firm has been operating for 3 years. Managing $3.2M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$404.0K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Element harbor Wave
Client Personas
Zenith
Investment Themes
Alpha timber Catalyst peak
Investment Vehicles
Signal bridge
Services
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Owner & Executives
S
Stacy Y Barrom
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #6151905
- Ownership
- 75% or more
(363) 414-7528
meridian.legacy@beaconcapital.com
in linkedin.com/in/signal-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,231,962 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,231,962 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,231,962
Equity - Exchange:
50.6% Cash:
49.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $774,613,398 | 50.6% |
| Cash | $756,243,119 | 49.4% |
| Total | $1,530,856,517 | 100.0% |