MUSTARD SEED WEALTH MANAGEMENT
Firm details
- Headquarters
- MAGNOLIA, Arkansas
- CRD number
- 117737
- Registered since
- May 2, 2006
- Website
- www.msfwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.39%
- Individuals41.02%
- Charitable Organizations4.9%
- Pension & Profit Sharing Plans0.61%
- Corporations / Businesses0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mustard Seed Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2006. The firm is owner-operated and serves both individual & family and institutional clients. Core activities are financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee structure combines a percentage of assets under management with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a capital allocator. Mustard Seed reports an industry affiliation with a banking or thrift institution, which may influence custody or product access but the firm remains positioned as an independent RIA.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- State & Local Bonds4%
- US Government Bonds1%
Contacts
3 of 10ZACHARY TALLEY
MemberCRD 5477904
ANGELA GLASS
Financial AdvisorCRD 4935080
JONATHAN BAIRD
Wealth Manager, PartnerCRD 4989535
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$138M in ETFs
73%
$101M
24%
$37.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $16M | 204,233 | 11.60% |
Location
MAGNOLIA, AR
COLUMBIA
Location
MAGNOLIA, AR
Headquartered in MAGNOLIA, AR, in the South of the United States.
- Region
- South
- County
- COLUMBIA
- Address
- 202 S Pine
- Time zone
- CT (UTC-6)
- Office locations
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