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MOSAIC WEALTH

ST. LOUIS, MO · CRD 317377 · IAPD ↗ · 314-627-5220

$2.04BRegulatory AUM
19Advisory reps
22Employees
0Clients
More than 500Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
December 2025 — MOSAIC WEALTH notice-filed in AL, GA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
January 2025 — MOSAIC FAMILY WEALTH is now doing business as MOSAIC WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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