M
$285.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
199 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-09-2026
- Office Locations
- 1
Office Locations
463 South Park Ridge Road #102 Bloomington IN
About Mosaic Wealth Management LLC
Mosaic Wealth Management LLC is a Bloomington-based RIA. The firm has been operating for 0 years. Managing $285.0M in total assets under management, with 2 advisory representatives. They custody assets with Raymond James.
Team overview
50 AVG AGE
$142.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RONALD JACK DEINLEIN JR
Chief Compliance Officer, Managing Partner, SENIOR FINANCIAL ADVISOR
- CRD
- #2130276
- Ownership
- 75% or more
Available
Available
Available
CHRISTOPHER HAYS MEADOR
PARTNER, SENIOR FINANCIAL ADVISOR
- CRD
- #5577661
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $285,000,000 | -- |
| Total | $285,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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