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MOSAIC WEALTH
MOSAIC FAMILY WEALTH PARTNERS, LLC
CRD 317377 · SEC 801-122745
1401 S. BRENTWOOD BLVD., SUITE 630, ST. LOUIS, MO, 63144, United States
Phone
314-627-5220
Fax
314-627-5240
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.04B
Discretionary AUM
$1.53B
Team
22 total employees; 19 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Commissions; REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 453 | $173.4M |
| High net worth individuals | 321 | $1.72B |
| Pension/profit sharing plans | 13 | $72.3M |
| Charitable organizations | 11 | $24.1M |
| Corporations/business entities | 9 | $48.8M |
States served
AL, AZ, CA, CO, GA, IL, IA, KS, LA, MI, NV, NY, NC, OH, OR, SC, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD