Wealth Manager
    SEC Registered
    Manages Private Funds

    Mustard Seed Wealth Management

    Registered investment advisor · Magnolia, Arkansas · CRD #117737

    Assets Under Management
    $449M
    Client Accounts
    1,621
    Employees
    10
    CRD Number
    117737
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Mustard Seed Wealth Management

    Mustard Seed Wealth Management is a US-based investment advisory firm founded in 2002, specializing in wealth management, retirement planning, and tax-efficient investment strategies. It employs 2-10 staff and has no disclosed funding rounds.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Mustard Seed Wealth Management

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    Frequently Asked Questions

    What is Mustard Seed Wealth Management's AUM?

    Mustard Seed Wealth Management reports approximately $449M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mustard Seed Wealth Management headquartered?

    Mustard Seed Wealth Management is headquartered in Magnolia, Arkansas.

    What is Mustard Seed Wealth Management's CRD number?

    Mustard Seed Wealth Management's CRD number is 117737. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Mustard Seed Wealth Management manage?

    Mustard Seed Wealth Management manages approximately 1,621 client accounts according to its latest SEC filing.

    Is Mustard Seed Wealth Management SEC registered?

    Yes, Mustard Seed Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

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