Firm profile

MOSAIC WEALTH

ST. LOUIS, MOCRD 317377Latest ADV March 30, 2026

Mosaic Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.

Assets Under Management
$2.0B
Employees
22
Offices
1 office
Total Clients
807
Primary office
ST. LOUIS, MO
1401 S. BRENTWOOD BLVD., SUITE 630, ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODuncan S. Highmark

Advisory services offered

6 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 56.1% of total clients.
Top client categories% of clientsClients
1
Individuals
56.1%
453
2
HNWI
39.8%
321
3
Pension Plans
1.6%
13
4
Charitable
1.4%
11
5
Corporations
1.1%
9

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.0Bas of March 30, 2026
Discretionary74.7%
$1.5B
75% of total RAUM74.7%
Non-discretionary25.3%
$516M
25% of total RAUM25.3%
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.

Total AUM$2.0B
Total Accounts4,827
10Y AUM Change+$2.0B

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee37:1
10Y Employee Change+7 (+46.7%)

* 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.