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MUSTARD SEED WEALTH MANAGEMENT
MUSTARD SEED FINANCIAL, LLC
CRD 117737 · SEC 801-66155
202 S. PINE, MAGNOLIA, AR, 71753, United States
Phone
870-234-1618
Fax
870-234-0373
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$449.4M
Discretionary AUM
$431.2M
Team
10 total employees; 9 advisory reps; 24 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 528 | $184.3M |
| High net worth individuals | 151 | $239.9M |
| Pension/profit sharing plans | 25 | $2.7M |
| Charitable organizations | 28 | $22.0M |
| Corporations/business entities | 2 | $396K |
States served
AR, LA, NE, OK, TX
All web addresses on file
Official SEC filing: View on IAPD