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Mosaic Advisors

EST. AUM
$499,449,089

CONTACTS
1

CLIENT ACCOUNTS
214

Firm Details

Metro area Houston
CRD Number 164913
Website mosaicadvisors.com
Client types

Overview

Mosaic Advisors is a Texas-based advisory firm that works with entrepreneurial families who have significant illiquid wealth, including operating businesses, real estate, oil & gas interests, and private equity holdings. The firm focuses on coordinating complex, multi-discipline planning for successful families—helping them simplify decisions, align stakeholders, and address the unique challenges that come with concentrated, hard-to-value assets.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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