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MUSTARD SEED WEALTH MANAGEMENT
202 S. Pine
Magnolia, Arkansas 71753
Tel: 870-234-1618
About MUSTARD SEED WEALTH MANAGEMENT
MUSTARD SEED WEALTH MANAGEMENT, formally registered with the SEC as MUSTARD SEED WEALTH MANAGEMENT. The firm was established in 05/02/2006. They have over 6 offices throughout the country.
MUSTARD SEED WEALTH MANAGEMENT is a Magnolia, Arkansas based Financial Planning firm with nearly $413,567,032 assets under management, offering retirement planning & investment advisory services to 1619 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117737 |
| SEC# | 801-66155 |
| Assets Managed by Firm | $413,567,032 |
| No. of Clients | 1619 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1619 | $413,567,032 |
| Individuals (other than high net worth individuals) | 531 | $162,110,462 |
| High net worth individuals | 148 | $226,161,250 |
| Pension and profit sharing plans | 28 | $3,539,835 |
| Charitable organizations | 28 | $21,370,734 |
| Corporations or other businesses | Fewer than 5 clients | $384,751 |
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|---|---|---|---|
| $14,783,890,572 | 21924 | 629 | |
| $7,463,667,271 | 162 | 23 | |
| $3,329,402,135 | 13257 | 157 | |
| $2,593,400,723 | 7674 | 252 | |
| $2,346,620,000 | 4 | 4 |
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