MOSAIC FAMILY WEALTH PARTNERS, LLC
Legal name: MOSAIC WEALTH
CRD #317377 SEC #801-122745 ST. LOUIS, MO 314-627-5220
SEC Registered
Total AUM
$1.6B
Discretionary
$1.2B
Employees
20
Clients
--
Accounts
4,296
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.6B | $1.2B | $469.8M | 20 | 0 |
| Sep 2025 | $1.6B | $1.2B | $469.8M | 20 | 0 |
| Mar 2025 | $1.6B | $1.2B | $469.8M | 20 | 0 |
| Dec 2024 | $1.4B | $998.2M | $438.2M | 19 | 0 |
| Sep 2024 | $1.4B | $998.2M | $438.2M | 19 | 0 |
| Sep 2024 | $1.4B | $998.2M | $438.2M | 19 | 0 |
| Apr 2024 | $1.4B | $998.2M | $438.2M | 19 | 0 |
| Mar 2024 | $1.4B | $998.2M | $438.2M | 19 | 0 |
| Mar 2024 | $1.4B | $998.2M | $438.2M | 19 | 0 |
| Oct 2023 | $1.2B | $1.2B | $56.8M | 17 | 0 |
| Sep 2023 | $1.2B | $1.2B | $56.8M | 17 | 0 |
| Sep 2023 | $1.2B | $1.2B | $56.8M | 17 | 0 |
| Sep 2023 | $1.2B | $1.2B | $56.8M | 17 | 0 |
| Jun 2023 | $1.2B | $1.2B | $56.8M | 17 | 0 |
| Mar 2023 | $1.2B | $1.2B | $56.8M | 17 | 0 |
| Dec 2022 | $1.3B | $906.1M | $367.1M | 18 | 0 |
| Nov 2022 | $1.3B | $906.1M | $367.1M | 18 | 0 |
| Oct 2022 | $1.3B | $906.1M | $367.1M | 18 | 0 |
| Mar 2022 | $1.3B | $906.1M | $367.1M | 18 | 0 |
| Mar 2022 | $1.3B | $906.1M | $367.1M | 18 | 0 |
| Jan 2022 | $1.3B | $906.1M | $367.1M | 15 | 0 |
| Jan 2022 | $0 | $0 | $0 | 15 | 0 |
| Oct 2021 | $0 | $0 | $0 | 15 | 0 |
DateOct 2025
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$469.8M
Employees20
Clients0
DateSep 2025
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$469.8M
Employees20
Clients0
DateMar 2025
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$469.8M
Employees20
Clients0
DateDec 2024
Total AUM$1.4B
Discretionary$998.2M
Non-Disc.$438.2M
Employees19
Clients0
DateSep 2024
Total AUM$1.4B
Discretionary$998.2M
Non-Disc.$438.2M
Employees19
Clients0
DateSep 2024
Total AUM$1.4B
Discretionary$998.2M
Non-Disc.$438.2M
Employees19
Clients0
DateApr 2024
Total AUM$1.4B
Discretionary$998.2M
Non-Disc.$438.2M
Employees19
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$998.2M
Non-Disc.$438.2M
Employees19
Clients0
DateMar 2024
Total AUM$1.4B
Discretionary$998.2M
Non-Disc.$438.2M
Employees19
Clients0
DateOct 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$56.8M
Employees17
Clients0
DateSep 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$56.8M
Employees17
Clients0
DateSep 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$56.8M
Employees17
Clients0
DateSep 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$56.8M
Employees17
Clients0
DateJun 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$56.8M
Employees17
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$56.8M
Employees17
Clients0
DateDec 2022
Total AUM$1.3B
Discretionary$906.1M
Non-Disc.$367.1M
Employees18
Clients0
DateNov 2022
Total AUM$1.3B
Discretionary$906.1M
Non-Disc.$367.1M
Employees18
Clients0
DateOct 2022
Total AUM$1.3B
Discretionary$906.1M
Non-Disc.$367.1M
Employees18
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$906.1M
Non-Disc.$367.1M
Employees18
Clients0
DateMar 2022
Total AUM$1.3B
Discretionary$906.1M
Non-Disc.$367.1M
Employees18
Clients0
DateJan 2022
Total AUM$1.3B
Discretionary$906.1M
Non-Disc.$367.1M
Employees15
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0