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Mosaic Wealth Strategies, LLC Employee Directory

Financial ServicesSouth Carolina, United States2-10 Employees

Mosaic Wealth Strategies, LLC is a financial services firm based in Greenville, South Carolina, offering independent financial planning and investment management. The practice concentrates on supporting women, particularly during life transitions, to develop confidence and clarity in managing their finances. Its approach centers on comprehensive, fee-based services designed to help clients understand daily expenses, retirement planning, and income strategies while fostering long-term relationships built on trust.
Led by Leila Dudley and Leila Schaefer, the firm positions itself as an advocate for clients, prioritizing integrity and a personalized, comfort-oriented experience. With a small team, Mosaic emphasizes a thoughtful, client-centered process aimed at helping clients move toward financial confidence and a more meaningful, less stressful financial life.

Find Mosaic Wealth Strategies, LLC employees' phone numbers or email addresses

Mosaic Wealth Strategies, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Mosaic Wealth Strategies, LLC's Leadership

  • Stylized image of a person
    L. D.
    Founder And Managing Principal
    Phone icon
    Mobile Phone

Mosaic Wealth Strategies, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Mosaic Wealth Strategies, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. D.
    Founder And Managing Principal
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Oct 25, 2025

Frequently Asked Questions

What is Mosaic Wealth Strategies, LLC known for?

Minus sign iconPlus sign iconMosaic Wealth Strategies, LLC was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 3 Jessen Drive Greenville, South Carolina 29607 United States. Explore Mosaic Wealth Strategies, LLC's company overview page for more information.

What is Mosaic Wealth Strategies, LLC's most common email format?

Minus sign iconPlus sign iconMosaic Wealth Strategies, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mosaic Wealth Strategies, LLC email formats with LeadIQ.

How many employees does Mosaic Wealth Strategies, LLC have currently?

Minus sign iconPlus sign iconMosaic Wealth Strategies, LLC has approximately 2 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Mosaic Wealth Strategies, LLC's key employees and leadership?

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As of January 2026, Mosaic Wealth Strategies, LLC's key employees include:

  • Founder And Managing Principal: L. D.

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