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, SEC-registered registered investment adviser organized as an LLC and in operation since 2006. The firm is individually owned and serves both individual/family clients and institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and investor education through seminars and workshops. Fee arrangements include percentage-of-assets, hourly charges, and fixed fees. The firm is not identified as an active ESG investor, is not flagged as a multi-state adviser in the snapshot, and is not a capital allocator. It lists an industry affiliation with banking or thrift institutions.
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 10
Zachary 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 63Active vs passive
$161M in ETFs
71%
$114M
26%
$47.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM BOND INDEX FUND (BSV) | Vanguard | Passive | Short Term Bond | $16.8M | 215,391 | 10.41% |
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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