Mosaic Wealth

CRD 317377 · St. Louis, MO · $2.0B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 317377
SEC number: 801-122745
Firm type: RIA
Assets under management: $2.0B as of Mar 30, 2026
Website: www.linkedin.com/company/mosaic-family-wealth ↗
Phone: 314-627-5220
Address: 1401 S. Brentwood Blvd., St. Louis, MO, 63144

Advisors at this firm

18 in our index · page 1 of 1

Michelle Kathleen BrownCRD 4390011 · St. Louis, MO

IA RegisteredRegistration inactive
Tyler CampoCRD 5158076 · St. Louis, MO

IA RegisteredRegistration inactive
Joseph Michael CellaCRD 6109650 · Greenwood Village, CO

IA RegisteredRegistration inactive
Manson Taylor ClementCRD 8261297 · St. Louis, MO

IA Registered
Gregg M ColeCRD 8124058 · St. Louis, MO

IA Registered
Duncan Scott HighmarkCRD 2707962 · St. Louis, MO

IA RegisteredBroker

Disclosure event(s) on record
Brian Jacob KnappCRD 5468889 · St. Louis, MO

IA RegisteredRegistration inactive
Bethany Anne LepageCRD 5555084 · St. Louis, MO

IA Registered
Lance Douglas LehmannCRD 6824815 · St. Louis, MO

IA RegisteredRegistration inactive
John Andrew LintonCRD 7321683 · St. Louis, MO

IA Registered
Kevin LischCRD 7803775 · St. Louis, MO

IA Registered
Sean C NicolCRD 6635634 · Scottsdale, AZ

IA RegisteredRegistration inactive
Robert Michael PotterCRD 7888514 · St. Louis, MO

IA Registered
Steven Gregory RotelloCRD 4228803 · Greenwood Village, CO

IA RegisteredBroker
Larry Keith ShiklesCRD 2514155 · St. Louis, MO

IA RegisteredRegistration inactive

Disclosure event(s) on record
James Robert SteinerCRD 6146241 · St. Louis, MO

IA RegisteredRegistration inactive
Gail Marie WildCRD 3109921 · St. Louis, MO

IA RegisteredRegistration inactive
Sarah Ann WolkCRD 5281757 · St. Louis, MO

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.