Mosaic Wealth Management Group, Inc
Financial Services • 
Winter Springs, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 1500 Town Plaza Court, Winter Springs, FL 32708, US |
| Phone number | +14076227526 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Tax Planning, Investment Planning, Wealth Management, Retirement Planning, Financial Planning, Estate Planning |
| Founded | 1996 |
| Employees | 1-10 |
| Socials |
Key Contact at Mosaic Wealth Management Group, Inc
Todd Woodard
President
Mosaic Wealth Management Group, Inc Email Formats
Mosaic Wealth Management Group, Inc uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@mosaic-wealth.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@mosaic-wealth.com | 60% |
{first name}{last name} | johndoe@mosaic-wealth.com | 40% |
About Mosaic Wealth Management Group, Inc
At Mosaic Wealth Management Group, we are Financial Life Planners with a passion for relationship-based planning. It’s more than a presentation, paragraph, or questionnaire. In fact, it’s an experience. Our process broadens the conversation from simple asset management to a comprehensive dialogue about the big picture. It’s a relationship-based approach that considers much more than the numbers. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC www.finra.org and www.sipc.org. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). JWC/JWCA and Mosaic Wealth Management Group are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of JWC.
Mosaic Wealth Management Group, Inc revenue & valuation
| Annual revenue | $8,599,422 |
| Revenue per employee | $956,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $27,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Mosaic Wealth Management Group, Inc has 6 employees across 3 departments.
Departments
Number of employees
Funding Data
Mosaic Wealth Management Group, Inc has never raised funding before.
Mosaic Wealth Management Group, Inc Tech Stack
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Miscellaneous
Spain
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Australia
United Kingdom
Frequently asked questions
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