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MOSAIC WEALTH
ST. LOUIS, MO
314-627-5220
SEC #801-122745Total AUM
$2B
Employees
22Clients
807Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1401 S. BRENTWOOD BLVD.
SUITE 630
ST. LOUIS
MO 63144
United States
SUITE 630
ST. LOUIS
MO 63144
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
314-627-5220
Other Offices
1
Financials
Total AUM
$2B
Accounts
4,827Discretionary
$1.5B
Accounts
3,900Non-Discretionary
$515.6M
Accounts
927
Clients
Individual Clients
453AUM
$173.4M
HNW Individual Clients
321AUM
$1.7B
Pension/Profit Sharing Plan Clients
13AUM
$72.3M
Charitable Organization Clients
11AUM
$24.1M
Corporation or Business Clients
9AUM
$48.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS
Compensation Types
Charges CommissionCharges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
Compliance
Disclosures
None reported
State Registrations
ALAZCACOFLGAIAILKSLAMIMONCNVNYOHORSCTXWAWI
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.