Matthew Jeffery Hudgins
Investment adviser representative at Mosaic Wealth Management, L.L.C.
19 yearsExperience
2 statesRegistered in
CFADesignation
$238.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Mosaic Wealth Management, L.L.C.Jan 2007 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 2 states (GA, LA).
Mosaic Wealth Management, L.L.C.
$238.8MAssets managed
75Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2524749
- Firm CRD
- 142793