| Name | Title | Ownership | Since |
|---|---|---|---|
| Duncan Scott Highmark Control | President And Chief Compliance Officer | Under 5% | 2021 |
| Focus Operating, LLC Control | Member (manager) | Over 75% | 2021 |
| Larry Keith Shikles Control | Senior Wealth Advisor, Principal | Under 5% | 2021 |
Mosaic Family Wealth Partners, LLC reports $1.6 billion in regulatory assets under management on its Form ADV.
Mosaic Family Wealth Partners, LLC reports 20 employees.
Mosaic Family Wealth Partners, LLC is based in St. Louis, MO and has been SEC-registered since 2021.
Mosaic Family Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1401 S. Brentwood Blvd., Suite 630, St. Louis, MO 63144 |
| Phone | 314-627-5220 |
| Fax | 314-627-5240 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1965241 |
| Discloses disciplinary history | No |
| Discretionary | $1.17B |
| Non-discretionary | $469.8M |
| Total (RAUM) | $1.64B |