MOSAIC FAMILY WEALTH, LLC
CRD #170923 SEC #801-79586 ST. LOUIS, MO (314) 627-5220
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
15
Clients
251
Accounts
2,741
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2021 | $1.2B | $1.1B | $66.1M | 15 | 20 |
| Aug 2021 | $1.2B | $1.1B | $66.1M | 15 | 20 |
| Jul 2021 | $1.2B | $1.1B | $66.1M | 15 | 20 |
| Mar 2021 | $1.2B | $1.1B | $66.1M | 15 | 20 |
| Feb 2021 | $812.3M | $628.4M | $183.9M | 18 | 18 |
| Jul 2020 | $812.3M | $628.4M | $183.9M | 18 | 18 |
| Jun 2020 | $812.3M | $628.4M | $183.9M | 18 | 18 |
| Apr 2020 | $812.3M | $628.4M | $183.9M | 18 | 18 |
| Mar 2020 | $812.3M | $628.4M | $183.9M | 18 | 18 |
| Dec 2019 | $710M | $568M | $142M | 16 | 0 |
| Mar 2019 | $710M | $568M | $142M | 16 | 0 |
| Nov 2018 | $712.9M | $549.6M | $163.2M | 16 | 0 |
| Nov 2018 | $712.9M | $549.6M | $163.2M | 16 | 0 |
| Sep 2018 | $712.9M | $549.6M | $163.2M | 16 | 0 |
| Mar 2018 | $712.9M | $549.6M | $163.2M | 16 | 0 |
| Mar 2018 | $712.9M | $549.6M | $163.2M | 16 | 0 |
| Nov 2017 | $536.8M | $436.2M | $100.6M | 14 | 7 |
| Aug 2017 | $440.5M | $440.5M | $0 | 11 | 300 |
| Jul 2017 | $440.5M | $440.5M | $0 | 11 | 300 |
| Jul 2017 | $440.5M | $440.5M | $0 | 11 | 300 |
| Apr 2017 | $440.5M | $440.5M | $0 | 11 | 300 |
| Mar 2017 | $440.5M | $440.5M | $0 | 11 | 300 |
| Mar 2016 | $361M | $361M | $0 | 9 | 300 |
| Nov 2015 | $425M | $361M | $64M | 9 | 0 |
| Feb 2015 | $0 | $0 | $0 | 9 | 0 |
DateNov 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$66.1M
Employees15
Clients20
DateAug 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$66.1M
Employees15
Clients20
DateJul 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$66.1M
Employees15
Clients20
DateMar 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$66.1M
Employees15
Clients20
DateFeb 2021
Total AUM$812.3M
Discretionary$628.4M
Non-Disc.$183.9M
Employees18
Clients18
DateJul 2020
Total AUM$812.3M
Discretionary$628.4M
Non-Disc.$183.9M
Employees18
Clients18
DateJun 2020
Total AUM$812.3M
Discretionary$628.4M
Non-Disc.$183.9M
Employees18
Clients18
DateApr 2020
Total AUM$812.3M
Discretionary$628.4M
Non-Disc.$183.9M
Employees18
Clients18
DateMar 2020
Total AUM$812.3M
Discretionary$628.4M
Non-Disc.$183.9M
Employees18
Clients18
DateDec 2019
Total AUM$710M
Discretionary$568M
Non-Disc.$142M
Employees16
Clients0
DateMar 2019
Total AUM$710M
Discretionary$568M
Non-Disc.$142M
Employees16
Clients0
DateNov 2018
Total AUM$712.9M
Discretionary$549.6M
Non-Disc.$163.2M
Employees16
Clients0
DateNov 2018
Total AUM$712.9M
Discretionary$549.6M
Non-Disc.$163.2M
Employees16
Clients0
DateSep 2018
Total AUM$712.9M
Discretionary$549.6M
Non-Disc.$163.2M
Employees16
Clients0
DateMar 2018
Total AUM$712.9M
Discretionary$549.6M
Non-Disc.$163.2M
Employees16
Clients0
DateMar 2018
Total AUM$712.9M
Discretionary$549.6M
Non-Disc.$163.2M
Employees16
Clients0
DateNov 2017
Total AUM$536.8M
Discretionary$436.2M
Non-Disc.$100.6M
Employees14
Clients7
DateAug 2017
Total AUM$440.5M
Discretionary$440.5M
Non-Disc.$0
Employees11
Clients300
DateJul 2017
Total AUM$440.5M
Discretionary$440.5M
Non-Disc.$0
Employees11
Clients300
DateJul 2017
Total AUM$440.5M
Discretionary$440.5M
Non-Disc.$0
Employees11
Clients300
DateApr 2017
Total AUM$440.5M
Discretionary$440.5M
Non-Disc.$0
Employees11
Clients300
DateMar 2017
Total AUM$440.5M
Discretionary$440.5M
Non-Disc.$0
Employees11
Clients300
DateMar 2016
Total AUM$361M
Discretionary$361M
Non-Disc.$0
Employees9
Clients300
DateNov 2015
Total AUM$425M
Discretionary$361M
Non-Disc.$64M
Employees9
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0