Be advised. This firm is no longer registered.

Mosaic Family Wealth, LLC

Mosaic Family Wealth, LLC (CRD# 170923) is a financial advisory firm headquartered in Saint Louis, MO. They manage $1,162,953,460 in 2,741 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,163
    MILLION
  • Total Number of Accounts
    2,741
    ACCOUNTS
  • Average Account Value
    $424,281
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, KS, LA, MO, NV, OH, TX, WA

Financial Advisors at Mosaic Family Wealth, LLC
No Advisor Found.
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