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| Mosaic Family Wealth Partners LLC
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|---|---|
| CRD # | 317377 |
| SEC # | 801-122745 |
| CIK # | 0001965241 |
| AUM | $2.0 B (2026-03-30) |
| Employees | 22 (86% Investors, 9% Brokers) |
| Phone | 314-627-5220 |
| Address | 1401 S Brentwood Blvd St Louis, MO 63144 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.4 | ||
| Ball Corp | 6.6 | ||
| Nvidia Corp | 5.8 | ||
| Microsoft Corp | 5.3 | ||
| Amazon Com Inc | 4.8 | ||
| Alphabet Inc | 4.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 453 | 0.2 |
| (b) Individuals (high net worth individuals) | 321 | 1.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 0.1 |
| (h) Charitable organizations | 11 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,827 | 2.0 |
| By Discretionary | ||
| Discretionary | 3,900 | 1.5 |
| Non-Discretionary | 927 | 0.5 |
| Total | 4,827 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 4,827 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001965241] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cahaba Wealth Management Inc
✚
|
GA | 2.1 |
|
Sawgrass Asset Management LLC
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|
FL | 2.0 |
|
Carson Group Investing LLC
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|
NE | 2.0 |
|
Inscription Capital LLC
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|
TX | 2.0 |
|
Doyenne Wealth Advisors LLC
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|
IL | 2.0 |
|
Atwood & Palmer Inc
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|
MO | 2.0 |
|
Provise Management Group LLC
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|
FL | 2.0 |
|
Washington Crossing Advisors LLC
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|
NJ | 2.0 |
|
Althum Advisors LLC
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|
FL | 2.0 |
|
Avity Investment Management Inc
✚
|
CT | 2.0 |