Mosaic Family Wealth Partners, LLC
● SEC registered since 2021CRD 317377SEC# 801-122745St. Louis, MO
Reg. AUM
$2.04B
Employees
22
Accounts
4,827
Location
St. Louis, MO
Mosaic Family Wealth Partners, LLC assets under management
Mosaic Family Wealth Partners, LLC is an investment advisory firm registered with the SEC based in St. Louis, MO. The firm has been registered since 2021. It reports $2 billion in regulatory assets under management and employs 22 people.
Mosaic Family Wealth Partners, LLC owners & executives
16 reported| 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 |
See all 16 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Mosaic Family Wealth Partners, LLC manage?
Mosaic Family Wealth Partners, LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Mosaic Family Wealth Partners, LLC have?
Mosaic Family Wealth Partners, LLC reports 22 employees.
Where is Mosaic Family Wealth Partners, LLC located?
Mosaic Family Wealth Partners, LLC is based in St. Louis, MO and has been SEC-registered since 2021.
Does Mosaic Family Wealth Partners, LLC disclose fund performance?
Mosaic Family Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$2.04B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2.04Bregulatory AUM
Discretionary $1.53BNon-discretionary $515.6M