{"url":"https://nivawealth.com/firms/mosaic-family-wealth-partners-317377","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/317377","regulatoryAum":2041642008,"crd":"317377","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4390011","suffix":null,"lastName":"BROWN","firstName":"MICHELLE","middleName":"KATHLEEN"},{"crd":"5158076","suffix":null,"lastName":"CAMPO","firstName":"TYLER","middleName":null},{"crd":"6109650","suffix":null,"lastName":"CELLA","firstName":"JOSEPH","middleName":"MICHAEL"},{"crd":"8261297","suffix":null,"lastName":"CLEMENT","firstName":"MANSON","middleName":"TAYLOR"},{"crd":"8124058","suffix":null,"lastName":"COLE","firstName":"GREGG","middleName":"M"},{"crd":"5927280","suffix":null,"lastName":"HIGHMARK","firstName":"CHRISTOPHER","middleName":"Russell"},{"crd":"2707962","suffix":null,"lastName":"HIGHMARK","firstName":"DUNCAN","middleName":"SCOTT"},{"crd":"5468889","suffix":null,"lastName":"Knapp","firstName":"Brian","middleName":"Jacob"},{"crd":"6824815","suffix":null,"lastName":"Lehmann","firstName":"Lance","middleName":"Douglas"},{"crd":"5555084","suffix":null,"lastName":"LEPAGE","firstName":"BETHANY","middleName":"ANNE"},{"crd":"7321683","suffix":null,"lastName":"Linton","firstName":"John","middleName":"Andrew"},{"crd":"7803775","suffix":null,"lastName":"Lisch","firstName":"Kevin","middleName":null},{"crd":"6635634","suffix":null,"lastName":"Nicol","firstName":"Sean","middleName":"C"},{"crd":"7888514","suffix":null,"lastName":"Potter","firstName":"Robert","middleName":"Michael"},{"crd":"4228803","suffix":null,"lastName":"ROTELLO","firstName":"STEVEN","middleName":"GREGORY"},{"crd":"2514155","suffix":null,"lastName":"SHIKLES","firstName":"LARRY","middleName":"KEITH"},{"crd":"6146241","suffix":null,"lastName":"STEINER","firstName":"JAMES","middleName":"ROBERT"},{"crd":"3109921","suffix":null,"lastName":"WILD","firstName":"GAIL","middleName":"MARIE"},{"crd":"5281757","suffix":null,"lastName":"WOLK","firstName":"SARAH","middleName":"ANN"}],"total":19,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-03-29","regulatoryAum":1273203721,"clients":548,"employees":18,"offices":2},{"filedOn":"2023-06-30","regulatoryAum":1243834700,"clients":575,"employees":17,"offices":2},{"filedOn":"2024-04-23","regulatoryAum":1436354560,"clients":614,"employees":19,"offices":2},{"filedOn":"2025-03-24","regulatoryAum":1638336784,"clients":722,"employees":20,"offices":2},{"filedOn":"2026-03-30","regulatoryAum":2041642008,"clients":807,"employees":22,"offices":2}],"secFileNumber":"801-122745","legalName":"Mosaic Family Wealth Partners, LLC","displayName":"Mosaic Family Wealth Partners","slug":"mosaic-family-wealth-partners-317377","website":"https://mosaicwealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/mosaic-family-wealth/","founded":"2015","organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1401 S. 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They include 453 individual clients, 321 high-net-worth individuals, and 13 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Mosaic Family Wealth Partners offer?","answer":"Mosaic Family Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Mosaic Family Wealth Partners charge?","answer":"Mosaic Family Wealth Partners charges up to 1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.","source":"MOSAIC FAMILY WEALTH PARTNERS, LLC, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Mosaic Family Wealth Partners use?","answer":"Mosaic Family Wealth Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $415M and Charles Schwab & Co., Inc. (Westlake, TX), with $59.1M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Mosaic Family Wealth Partners have?","answer":"Mosaic Family Wealth Partners has 19 investment adviser representatives registered with state securities authorities, out of 22 employees, and 19 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Mosaic Family Wealth Partners invest in?","answer":"At the end of its last fiscal year, Mosaic Family Wealth Partners’ separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 9% cash and equivalents, 8% state and local bonds, 6% other, 5% investment grade corporate bonds and 1% U.S. government and agency bonds. The 6% other category is described as: Held-Away Assets.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Mosaic Family Wealth Partners?","answer":"Mosaic Family Wealth Partners is owned through a chain of holding companies by Ferdinand FFP Parent, Inc. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Mosaic Family Wealth Partners get paid?","answer":"Mosaic Family Wealth Partners is paid through a percentage of assets under management, fixed fees, commissions and other compensation. Its Form ADV lists no performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Mosaic Family Wealth Partners registered with the SEC?","answer":"Yes, Mosaic Family Wealth Partners has been registered with the SEC as an investment adviser since 24 November 2021. Its CRD number is 317377 and its SEC file number is 801-122745.","source":"Form ADV Part 1A, Item 1, filed 30 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Mosaic Family Wealth Partners?","answer":"Mosaic Family Wealth Partners’ main office is at 1401 S. Brentwood BLVD., Suite 630, St. Louis, MO 63144. Its phone number is 314-627-5220. 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