This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-24-2021
- Office Locations
- 7
Office Locations
About Mosaic Wealth
Mosaic Wealth (Mosaic Family Wealth) is a values- and faith-informed RIA providing family wealth coaching that integrates financial planning, generational/legacy planning, investment strategy, and portfolio implementation. Serves individuals and families seeking a unified plan beyond just money. Based in St. Louis with a newer Denver office; custodians include Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHELLE KATHLEEN BROWN
Certified Financial Planner, PRINCIPAL, SR. WEALTH ADVISOR
- CRD
- #4390011
- Ownership
- Less than 5%
TYLER CAMPO
Chief Growth Officer, Managing Director, PRINCIPAL
- CRD
- #5158076
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
TYLER CAMPO
Chief Growth Officer, Managing Director, PRINCIPAL
- CRD
- #5158076
JOSEPH MICHAEL CELLA
Regional Vice President
- CRD
- #6109650
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,526,060,543 | $391,298 |
| Non-Discretionary | $515,581,465 | $556,183 |
| Total | $2,041,642,008 | $422,963 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing