MOZAIC, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $3.64B |
| Discretionary | $00% of AUM |
| Non-Discretionary | $3.64B |
| Client Accounts | 93 |
| Avg Account Size | $39.2M |
| Employees | 14 |
| Peak AUM | $4.07BMar 2025 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.6B | 10.4% | +7.9% | +3.0% | |
| Non-Disc. AUM | $3.6B | ||||
Key Metrics
| Total AUM | $3.64B |
| Discretionary | $0 |
| Employees | 14 |
| Client Accounts | 93 |
| Client Range | 51-100 |
Contact & Location
Address
350 SOUTH BEVERLY DRIVE, SUITE 340
BEVERLY HILLS CA 90212
Phone
310-247-9657
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$3.6B
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported