# MOSAIC FAMILY WEALTH, LLC

MOSAIC FAMILY WEALTH, LLC of ST. LOUIS, MO is an SEC-registered investment adviser.

## Registration

- CRD: 170923
- Type: SEC-registered investment adviser
- SEC file number: 801-79586
- Location: 1401 S. BRENTWOOD BLVD., SUITE 630, ST. LOUIS, MO, 63144
- Phone: (314) 627-5220
- Latest filing: 2021-11-01
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $66.1M
- Clients: 15
- Accounts: 2,741

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| FISCHER MICHAEL | CHIEF INVESTMENT OFFICER | — |
| BROWN KATHLEEN | MEMBER AND DIRECTOR OF ADVISORY SERVICES; PRINCIPAL AND DIRECTOR OF CLIENT ADVISORY SERVICES | — |
| CHARLEVILLE BARBI JO | CHIEF COMPLIANCE OFFICER | — |
| SHIKLES LARRY KEITH | CHIEF INVESTMENT OFFICER, MEMBER; CHIEF INVESTMENT OFFICER, PRINCIPAL; MEMBER AND CHIEF INVESTMENT OFFICER (+2 more) | — |
| HIGHMARK DUNCAN SCOTT | PRESIDENT, MEMBER; PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER; PRESIDENT, PRINCIPAL (+1 more) | — |
| FENNEWALD BARBI JO | CHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER | — |
| ROTELLO STEVEN GREGORY | MEMBER; PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170923/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170923/similar
- Related entities: https://search.stillhousedata.com/firm/170923/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170923

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.