MUSTARD SEED WEALTH MANAGEMENT

Legal name: MUSTARD SEED FINANCIAL, LLC

CRD 117737File 801-66155

APPROVED

Retail clients

Filing as of Mar 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$449.4M

Above cohort median (national)

Discretionary AUM

$431.2M

Non-discretionary $18.2M

Clients

734

1,621 accounts

Employees

Above cohort median in AR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: May 2, 2006
Principal office: 202 S. PINE, MAGNOLIA, AR, 71753
Phone: 870-234-1618
Website: HTTP://WWW.MSFWM.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $449.4M
Discretionary AUM: $431.2M
Non-discretionary AUM: $18.2M
Discretionary accounts: 1,541
Non-discretionary accounts: 80
Total accounts: 1,621
AUM per client: $612K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$396K
Charitable organizations	28	$22.0M
High net worth individuals	151	$239.9M
Pension and profit sharing plans	25	$2.7M
Individuals (other than high net worth individuals)	528	$184.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.