# Mosaic Wealth Consultants

Mosaic Wealth Consultants is a Multi Family Office based in United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 323422
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323422

## About

MOSAIC WEALTH CONSULTANTS, INC. is a state-registered investment adviser in MILLINGTON, TN. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Private Equity
- Insurance
- Estate Planning

## Questions

### What role does private credit play in Mosaic's typical portfolio construction?

Private credit functions as the yield-floor component in Mosaic's legacy-oriented portfolios. The firm sources directly originated loans, mezzanine positions, and structured credit alongside specialist managers. These allocations are often placed inside insurance wrappers to capture the spread between the credit yield and the insurance cost of capital, a structure that becomes more efficient at scale and across longer holding periods — precisely the horizon that legacy-minded families target.

## Related profiles

- [MORTGIJ](https://altss.com/profile/mortgij)
- [Mosquito Control Services](https://altss.com/profile/mosquito-control-services)

---

Last updated: 2026-07-06T01:24:21.606Z

Canonical page: https://altss.com/profile/mosaic-wealth-consultants-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology