Mosaic Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Mosaic Wealth Management reports 199 clients. They include 122 individual clients and 77 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $285M across 199 accounts are not. A wrap fee program the firm both sponsors and manages holds $275M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 61% | 15% |
| High-net-worth individuals | 39% | 85% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 122 | $44M | 15.4% | $361K |
| High-net-worth individuals | 77 | $241M | 84.6% | $3.13M |
| Total | 199 | $285M | 100% | $1.43M |
- Clients
- 122
- Regulatory AUM
- $44M
- AUM share
- 15.4%
- Avg. per client
- $361K
- Clients
- 77
- Regulatory AUM
- $241M
- AUM share
- 84.6%
- Avg. per client
- $3.13M
Total
- Clients
- 199
- Regulatory AUM
- $285M
- AUM share
- 100%
- Avg. per client
- $1.43M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Mosaic Wealth Management charges up to 1.75% for its Portfolio Management Fees. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Fee details and sources
Ronald Deinlein owns 75% or more of Mosaic Wealth Management. It has 2 employees.
Leadership
- Ronald DeinleinManaging Partner, Senior
- Christopher MeadorPartner, Senior Financial Advisor
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Ronald Jack Deinlein JR
- Christopher Hays Meador
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Mosaic Wealth Management LLC
Ronald Deinlein
Control person · since January 2026
- Owns 5% to 10% of Mosaic Wealth Management LLC
Christopher Meador
Control person · since January 2026
Besides its headquarters, Mosaic Wealth Management has 0 offices, with 1 listed address in Indiana.
Indiana · 1 listed address
- 463 South Park Ridge Road, #102, BloomingtonHQ
Contact and registration details
- Legal name
- Mosaic Wealth Management LLC
- Headquarters
- 463 South Park Ridge Road, #102, Bloomington, IN 47401
- Website
- mosaicwealthmanagement.com
- Phone
- 812-333-3275
- SEC file
- 801-135517
- Founded
- 2026
- Structure
- Indiana LLC
- Fiscal year end
- December
Mosaic Wealth Management uses Raymond James ($285M) as custodian for its separately managed accounts. Mosaic Wealth Management has custody of client assets.
- Raymond JamesRaymond James Financial Services, Inc. · St. Petersburg, FL · $285M100%
At year end, Mosaic Wealth Management’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks5%
- Funds93%
- Cash2%
How many clients does Mosaic Wealth Management have?
Mosaic Wealth Management has 199 clients and manages $285 million for them, as of July 2026. They include 122 individual clients and 77 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026
What services does Mosaic Wealth Management offer?
Mosaic Wealth Management provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Mosaic Wealth Management charge?
Mosaic Wealth Management charges up to 1.75% for its Portfolio Management Fees. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: WRAP FEE BROCHURE- MOSAIC WEALTH MANAGEMENT LLC, filed 7 July 2026
Which custodians does Mosaic Wealth Management use?
Mosaic Wealth Management’s separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $285M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026
How many financial advisors does Mosaic Wealth Management have?
Mosaic Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mosaic Wealth Management invest in?
At the end of its last fiscal year, Mosaic Wealth Management’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mosaic Wealth Management?
Mosaic Wealth Management’s direct owners are Ronald Deinlein (75% or more) and Christopher Meador (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026
How does Mosaic Wealth Management get paid?
Mosaic Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Mosaic Wealth Management registered with the SEC?
Yes, Mosaic Wealth Management has been registered with the SEC as an investment adviser since 9 March 2026. Its CRD number is 340681 and its SEC file number is 801-135517.
Source: Form ADV Part 1A, Item 1, filed 7 July 2026; IAPD firm record
How do I contact Mosaic Wealth Management?
Mosaic Wealth Management’s main office is at 463 South Park Ridge Road, #102, Bloomington, IN 47401. Its phone number is 812-333-3275. Its website is mosaicwealthmanagement.com.