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MUSTARD SEED WEALTH MANAGEMENT

MAGNOLIA, AR · CRD 117737 · IAPD ↗ · msfwm.com · 870-234-1618

$449.4MRegulatory AUM
9Advisory reps
10Employees
24Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
April 2026 — MUSTARD SEED WEALTH MANAGEMENT changed its website from mustardseedfinancial.com to msfwm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
April 2026 — MUSTARD SEED WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
March 2025 — MUSTARD SEED WEALTH MANAGEMENT began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
53
November 2024 — MUSTARD SEED WEALTH MANAGEMENT added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
March 2024 — MUSTARD SEED WEALTH MANAGEMENT shrank from 10 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.