Mustard Seed Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Magnolia, AR. Its latest Form ADV filing, dated March 4, 2026, reports $449M in regulatory assets under management, 10 employees, 5 offices, and 1,621 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.9% of total clients.
Top client categories% of clientsClients
1
Individuals
71.9%
528
2
HNWI
20.6%
151
3
Charitable
3.8%
28
4
Pension Plans
3.4%
25
5
Corporations
0.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$449Mas of March 4, 2026
Discretionary96.0%
$431M
96% of total RAUM96.0%
Non-discretionary4.0%
$18M
4% of total RAUM4.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$449M
Total Accounts1,621
10Y AUM Change+$254M (+130.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee73:1
10Y Employee Change+1 (+11.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.