MUSTARD SEED FINANCIAL, LLC
Legal name: MUSTARD SEED WEALTH MANAGEMENT
CRD #117737 SEC #801-66155 MAGNOLIA, AR 870-234-1618
SEC Registered
Total AUM
$413.6M
Discretionary
$396.9M
Employees
10
Clients
51
Accounts
1,619
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $413.6M | $396.9M | $16.7M | 10 | 43 |
| Feb 2025 | $413.6M | $396.9M | $16.7M | 10 | 43 |
| Oct 2024 | $364M | $349.5M | $14.5M | 9 | 26 |
| Sep 2024 | $364M | $349.5M | $14.5M | 9 | 26 |
| Feb 2024 | $364M | $349.5M | $14.5M | 9 | 26 |
| Nov 2023 | $313M | $298.6M | $14.5M | 11 | 17 |
| Nov 2023 | $313M | $298.6M | $14.5M | 11 | 17 |
| Nov 2023 | $313M | $298.6M | $14.5M | 11 | 17 |
| Oct 2023 | $313M | $298.6M | $14.5M | 11 | 17 |
| Jul 2023 | $313M | $298.6M | $14.5M | 11 | 17 |
| May 2023 | $313M | $298.6M | $14.5M | 11 | 17 |
| May 2023 | $313M | $298.6M | $14.5M | 11 | 17 |
| Apr 2023 | $313M | $298.6M | $14.5M | 11 | 17 |
| Mar 2023 | $313M | $298.6M | $14.5M | 11 | 17 |
| May 2022 | $330.9M | $325.4M | $5.5M | 10 | 13 |
| Mar 2022 | $330.9M | $325.4M | $5.5M | 10 | 13 |
| Mar 2021 | $285M | $281.5M | $3.5M | 10 | 16 |
| Mar 2021 | $263.8M | $260.7M | $3.1M | 10 | 34 |
| Jun 2020 | $263.8M | $260.7M | $3.1M | 10 | 34 |
| Mar 2020 | $263.8M | $260.7M | $3.1M | 10 | 34 |
| Mar 2019 | $215.9M | $213.6M | $2.3M | 10 | 24 |
| Nov 2018 | $226.9M | $208.1M | $18.8M | 9 | 21 |
| Mar 2018 | $226.9M | $208.1M | $18.8M | 9 | 21 |
| Mar 2017 | $195.3M | $177.3M | $18M | 9 | 500 |
| Mar 2016 | $168.6M | $152.8M | $15.8M | 9 | 400 |
| Mar 2015 | $172M | $159.7M | $12.3M | 10 | 400 |
| Mar 2014 | $160.5M | $148.6M | $11.9M | 7 | 400 |
| Mar 2013 | $135.6M | $132.2M | $3.4M | 6 | 500 |
| Mar 2012 | $114.3M | $112M | $2.3M | 6 | 500 |
| Mar 2011 | $104.9M | $102.4M | $2.6M | 10 | -- |
| Jan 2008 | $82M | $82M | $0 | 10 | -- |
| Feb 2007 | $60M | $60M | $0 | 10 | -- |
| Feb 2007 | $60M | $60M | $0 | 10 | -- |
| Jan 2007 | $60M | $60M | $0 | 10 | -- |
| Jan 2006 | $29M | $29M | $0 | 5 | -- |
DateMar 2025
Total AUM$413.6M
Discretionary$396.9M
Non-Disc.$16.7M
Employees10
Clients43
DateFeb 2025
Total AUM$413.6M
Discretionary$396.9M
Non-Disc.$16.7M
Employees10
Clients43
DateOct 2024
Total AUM$364M
Discretionary$349.5M
Non-Disc.$14.5M
Employees9
Clients26
DateSep 2024
Total AUM$364M
Discretionary$349.5M
Non-Disc.$14.5M
Employees9
Clients26
DateFeb 2024
Total AUM$364M
Discretionary$349.5M
Non-Disc.$14.5M
Employees9
Clients26
DateNov 2023
Total AUM$313M
Discretionary$298.6M
Non-Disc.$14.5M
Employees11
Clients17
DateNov 2023
Total AUM$313M
Discretionary$298.6M
Non-Disc.$14.5M
Employees11
Clients17
DateNov 2023
Total AUM$313M
Discretionary$298.6M
Non-Disc.$14.5M
Employees11
Clients17
DateOct 2023
Total AUM$313M
Discretionary$298.6M
Non-Disc.$14.5M
Employees11
Clients17
DateJul 2023
Total AUM$313M
Discretionary$298.6M
Non-Disc.$14.5M
Employees11
Clients17
DateMay 2023
Total AUM$313M
Discretionary$298.6M
Non-Disc.$14.5M
Employees11
Clients17
DateMay 2023
Total AUM$313M
Discretionary$298.6M
Non-Disc.$14.5M
Employees11
Clients17
DateApr 2023
Total AUM$313M
Discretionary$298.6M
Non-Disc.$14.5M
Employees11
Clients17
DateMar 2023
Total AUM$313M
Discretionary$298.6M
Non-Disc.$14.5M
Employees11
Clients17
DateMay 2022
Total AUM$330.9M
Discretionary$325.4M
Non-Disc.$5.5M
Employees10
Clients13
DateMar 2022
Total AUM$330.9M
Discretionary$325.4M
Non-Disc.$5.5M
Employees10
Clients13
DateMar 2021
Total AUM$285M
Discretionary$281.5M
Non-Disc.$3.5M
Employees10
Clients16
DateMar 2021
Total AUM$263.8M
Discretionary$260.7M
Non-Disc.$3.1M
Employees10
Clients34
DateJun 2020
Total AUM$263.8M
Discretionary$260.7M
Non-Disc.$3.1M
Employees10
Clients34
DateMar 2020
Total AUM$263.8M
Discretionary$260.7M
Non-Disc.$3.1M
Employees10
Clients34
DateMar 2019
Total AUM$215.9M
Discretionary$213.6M
Non-Disc.$2.3M
Employees10
Clients24
DateNov 2018
Total AUM$226.9M
Discretionary$208.1M
Non-Disc.$18.8M
Employees9
Clients21
DateMar 2018
Total AUM$226.9M
Discretionary$208.1M
Non-Disc.$18.8M
Employees9
Clients21
DateMar 2017
Total AUM$195.3M
Discretionary$177.3M
Non-Disc.$18M
Employees9
Clients500
DateMar 2016
Total AUM$168.6M
Discretionary$152.8M
Non-Disc.$15.8M
Employees9
Clients400
DateMar 2015
Total AUM$172M
Discretionary$159.7M
Non-Disc.$12.3M
Employees10
Clients400
DateMar 2014
Total AUM$160.5M
Discretionary$148.6M
Non-Disc.$11.9M
Employees7
Clients400
DateMar 2013
Total AUM$135.6M
Discretionary$132.2M
Non-Disc.$3.4M
Employees6
Clients500
DateMar 2012
Total AUM$114.3M
Discretionary$112M
Non-Disc.$2.3M
Employees6
Clients500
DateMar 2011
Total AUM$104.9M
Discretionary$102.4M
Non-Disc.$2.6M
Employees10
Clients--
DateJan 2008
Total AUM$82M
Discretionary$82M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees5
Clients--