Company Information

Get to know Mosaic Family Wealth

Mosaic Family Wealth is a fee-only, independent investment advisory firm structured as a multi-family office. The company was founded on the principle of providing objective, comprehensive, and client-centric financial guidance. It serves affluent families by integrating investment management, wealth transfer planning, family governance, and administrative services. Their mission is to help clients manage the complexities of significant wealth, acting as a fiduciary to preserve and grow their assets across generations.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Mosaic Family Wealth

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(327 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.