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MOSAIC WEALTH
Legal name: MOSAIC FAMILY WEALTH PARTNERS, LLC
CRD 317377File 801-122745
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.04B
Top 25% of cohort (national)
Discretionary AUM
$1.53B
Non-discretionary $515.6M
Clients
807
4,827 accounts
Employees
22
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 24, 2021
- Principal office
- 1401 S. BRENTWOOD BLVD., SUITE 630, ST. LOUIS, MO, 63144
- Phone
- 314-627-5220
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.04B
- Discretionary AUM
- $1.53B
- Non-discretionary AUM
- $515.6M
- Discretionary accounts
- 3,900
- Non-discretionary accounts
- 927
- Total accounts
- 4,827
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $48.8M |
| Charitable organizations | 11 | $24.1M |
| High net worth individuals | 321 | $1.72B |
| Pension and profit sharing plans | 13 | $72.3M |
| Individuals (other than high net worth individuals) | 453 | $173.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Other (described) — REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.