MOSAIC WEALTH

1401 S. Brentwood Blvd.
Suite 630
St. Louis, Missouri 63144
Tel: 314-627-5220

About MOSAIC WEALTH

MOSAIC WEALTH, formally registered with the SEC as MOSAIC WEALTH. The firm was established in 11/24/2021. They have over 2 offices throughout the country.

MOSAIC WEALTH is a St. Louis, Missouri based Financial Planning firm with nearly $1,436,354,560 assets under management, offering retirement planning & investment advisory services to 3215 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317377
SEC#	801-122745
Assets Managed by Firm	$1,436,354,560
No. of Clients	3215
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees
Commission Based
Other (REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	3215	$1,436,354,560
Individuals (other than high net worth individuals)	311	$145,189,680
High net worth individuals	278	$1,114,537,861
Pension and profit sharing plans	12	$102,848,145
Charitable organizations	9	$20,410,696
Corporations or other businesses	4	$53,368,178

More Retirement Planning firms in St. Louis, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

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