AdvizorPro

Mosaic Wealth Management, L.l.c.

Mosaic Wealth Management, L.l.c.. CRD 142793

Mosaic Wealth Management, L.l.c. logo

CRD: 142793

Mosaic Wealth Management, L.l.c.

Atlanta, GA
4044058080
mosaicw.com
$238.8M Total AUM
$238.8M Disc. AUM
-- 3Y CAGR
2 Employees
75 ADV. Clients
15 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
FocusMomentum ridge
Established Date
08-27-2010
Office Locations
1

Office Locations

-- Atlanta GA

About Mosaic Wealth Management, L.l.c.

Mosaic Wealth Management is an Atlanta-based RIA serving successful dentists, business owners, professionals, and widows/divorcees as their go-to financial coordinator. The firm provides fiduciary financial planning and portfolio construction for retirement and tax-aware decisions, often using mutual funds, ETFs, and fixed income, with custody at Charles Schwab. Principal Matthew Hudgins is an Atlanta Magazine Five Star Wealth Manager (2012-2022).

Team overview

53 AVG AGE
$238.8M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
15.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

Insights

Request access to benchmark trends tied to momentum atlas.
Unlock to see real insight on element catalyst pioneer.
Open the full profile to inspect shifts in optima insight.
Premium access reveals conviction themes in beacon legacy.
Premium access reveals conviction themes in harbor radial ember.
Request access to benchmark trends tied to focus fusion.
Request access to benchmark trends tied to vertex prime.
Unlock to compare peer behavior around vital pathway.

Asset Classes

Timber Foundation

Client Personas

Vertex ember

Custodian

Frontier bridge Unison

Investment Themes

Summit Signal harbor Catalyst value Element

Investment Vehicles

Wave momentum Delta

Platform

North beacon

Services

Radial alpha Meridian insight Fusion Pioneer ember Pathway optima Eagle

Technology

Catalyst vertex Horizon value

Owner & Executives

MATTHEW JEFFERY HUDGINS

MATTHEW JEFFERY HUDGINS

Chairman, Chief Compliance Officer, Principal

CRD
#2524749
Ownership
75% or more
(663) 331-6099
pioneer.foundation@ridgecapital.com
in linkedin.com/in/fusion-beacon

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-09-2022
09-20-2023
02-09-2024
01-14-2025
01-26-2026
Category Assets AVG. Account size
Discretionary $238,805,080 $686,221
Non-Discretionary $0 --
Total $238,805,080 $686,221

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $238,805,080

$238.8M Total SMA
Public Funds:
31.5%
Equity - Exchange:
41.7%
Corporate - Investment Grade:
26.8%
Asset class Assets Assets %
Public Funds $1,149,624,438 31.5%
Equity - Exchange $1,521,883,780 41.7%
Corporate - Investment Grade $978,093,173 26.8%
Total $3,649,601,391 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform