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Manson Taylor Clement

Mosaic Wealth

St. Louis, MO

CRD 8261297

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Employer firm

Mosaic Wealth CRD 317377

$2.04B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • CREDIT, CASH MANAGEMENT, AND INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Mosaic Wealth

1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-05-22
  • MO RA
    APPROVED
    Since 2026-05-22

Branch Locations

1401 S. Brentwood Blvd. Suite 630, St. Louis, MO 63144 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mosaic Wealth St. Louis MO 03/2026 Present
Kirk Day School Saint Louis MO 07/2015 12/2025
  • 03/2026 → Present
    St. Louis, MO
  • 07/2015 → 12/2025
    Kirk Day School
    Saint Louis, MO
Other Businesses

COMMITTEE FOR DISCIPLESHIP MINISTRIES LAWRENCEVILL, GA NON-PROFIT SERVICE CHAIR SINCE 03/2025 NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-21
  • S65 Uniform Investment Adviser Law Examination
    2026-05-21

View on SEC IAPD

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