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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Mosaic Family Wealth Partners LLC
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|---|---|
| CRD # | 317377 |
| SEC # | 801-122745 |
| CIK # | 0001965241 |
| AUM | $1.6 B (2025-03-24) |
| Employees | 20 (80% Investors, 10% Brokers) |
| Phone | 314-627-5220 |
| Address | 1401 S Brentwood Blvd St Louis, MO 63144 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.4 | ||
| Servicetitan Inc | 9.6 | ||
| Microsoft Corp | 5.2 | ||
| Amazon Com Inc | 4.6 | ||
| Nvidia Corp | 4.6 | ||
| Reinsurance Group of America Inc | 4.2 | ||
| Ball Corp | 4.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 406 | 222.2 |
| (b) Individuals (high net worth individuals) | 286 | 1,322.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 58.8 |
| (h) Charitable organizations | 11 | 22.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 12.4 |
| (n) Other | 0 | 0.0 |
| Total | 4,296 | 1,638.3 |
| By Discretionary | ||
| Discretionary | 3,309 | 1,168.6 |
| Non-Discretionary | 987 | 469.8 |
| Total | 4,296 | 1,638.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.3 | |
| United States Persons | 1,632.0 | |
| Total | 4,296 | 1,638.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965241] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Edgar Lomax Company
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|
VA | 1.7 |
|
Nottingham Advisors Inc
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|
NY | 1.7 |
|
Hudson Valley Investment Advisors Inc
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|
NY | 1.7 |
|
SLK Private Wealth Management LLC
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|
CA | 1.6 |
|
Kanawha Capital Management LLC
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|
VA | 1.6 |
|
Cahaba Wealth Management Inc
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|
GA | 1.6 |
|
Aveo Capital Partners LLC
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|
CO | 1.6 |
|
Althum Advisors LLC
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|
FL | 1.6 |
|
Linden Thomas Advisory Services LLC
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|
NC | 1.6 |
|
Tom Johnson Investment Management LLC
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|
OK | 1.6 |