MOSAIC ADVISORS LLC
Legal name: MOSAIC ADVISORS
CRD #164913 SEC #801-99369 HOUSTON, TX 713-980-4100
SEC Registered
Total AUM
$499.4M
Discretionary
$491M
Employees
20
Clients
26
Accounts
214
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 26, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GOLDBERG, JAY, LEE | I | MANAGING DIRECTOR | NA | Control |
| GOLDBERG, JAY, LEE | I | MANAGING DIRECTOR | NA | Control |
| GOLDBERG, JAY, LEE | I | MANAGING DIRECTOR | NA | Control |
| GOLDBERG, JAY, LEE | I | MANAGING PARTNER | NA | Control |
| GOLDBERG, JAY, LEE | I | MANAGING PARTNER | NA | Control |
| GOLDBERG, JAY, LEE | I | MANAGING PARTNER | NA | Control |
| GOLDBERG, JAY, LEE | I | MANAGING PARTNER | NA | Control |
| GOLDBERG, JAY, LEE | I | MANAGING PARTNER | NA | Control |
| GOLDBERG, JAY, LEE | I | MANAGING PARTNER | NA | Control |
| GOLDBERG, JAY, LEE | I | MANAGING PARTNER | NA | Control |
| GOLDBERG, JAY, LEE | I | MANAGING PARTNER | NA | Control |
| GOLDBERG, JAY, LEE | I | MANAGING PARTNER | NA | Control |
| GOLDBERG, JAY, LEE | I | MANAGING PARTNER | NA | Control |
| GOLDBERG, JAY, LEE | I | MANAGING PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | DIRECTOR | NA | Control |
| HENRY, BRANDON, ROSS | I | DIRECTOR | NA | Control |
| HENRY, BRANDON, ROSS | I | DIRECTOR | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| HENRY, BRANDON, ROSS | I | PARTNER | NA | Control |
| KESNER, CAREY, STUART | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | DIRECTOR AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KESNER, CAREY, STUART | I | PARTNER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PERRAS, CHRISTOPHER | I | CHIEF INVESTMENT OFFICER | NA | |
| PERRAS, CHRISTOPHER | I | CHIEF INVESTMENT OFFICER | NA | |
| PERRAS, CHRISTOPHER | I | CHIEF INVESTMENT OFFICER | NA | |
| PERRAS, CHRISTOPHER | I | CHIEF INVESTMENT OFFICER | NA | |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| MOSAIC WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HENRY, BRANDON, ROSS | I | APERTURE HOLDINGS | E | Control |
| HENRY, BRANDON, ROSS | I | APERTURE HOLDINGS | E | Control |
| HENRY, BRANDON, ROSS | I | APERTURE HOLDINGS | E | Control |
| HENRY, BRANDON, ROSS | I | APERTURE HOLDINGS | E | Control |
| HENRY, BRANDON, ROSS | I | APERTURE HOLDINGS | E | Control |
| HENRY, BRANDON, ROSS | I | APERTURE HOLDINGS | E | Control |
| HENRY, BRANDON, ROSS | I | APERTURE HOLDINGS | E | Control |
| HENRY, BRANDON, ROSS | I | APERTURE HOLDINGS | E | Control |
| APERTURE HOLDINGS | DE | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| APERTURE HOLDINGS | DE | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| APERTURE HOLDINGS | DE | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| APERTURE HOLDINGS | DE | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| APERTURE HOLDINGS | DE | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| APERTURE HOLDINGS | DE | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| APERTURE HOLDINGS | DE | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| APERTURE HOLDINGS | DE | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| GOLDBERG, JAY, LEE | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| HENRY, BRANDON, ROSS | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| HENRY, BRANDON, ROSS | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| HENRY, BRANDON, ROSS | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| HENRY, BRANDON, ROSS | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| HENRY, BRANDON, ROSS | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| HENRY, BRANDON, ROSS | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| HENRY, BRANDON, ROSS | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| HENRY, BRANDON, ROSS | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| HENRY, BRANDON, ROSS | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
| KESNER, CAREY, STUART | I | MOSAIC WEALTH PARTNERS, LLC | C | Control |
Registrations
Federal
IA
Jun 26, 2025 REGISTERED
Notice Filings (2)
NV TX
Address
3773 RICHMOND AVENUESUITE 700
HOUSTON, TX 77046
United States
Phone: 713-980-4100