Mosaic Wealth Employee Directory

Financial ServicesMissouri, United States11-50 Employees

Mosaic Wealth is an independent wealth management and investment advisory firm providing objective advice and personalized wealth management solutions designed to help you cultivate a life of true significance. 

We work tirelessly to create a personal relationship with you that will stand the test of time, based on a deep understanding of you, your family and your most important goals. We are here to reduce any financial anxieties you may have today and to inspire your utmost confidence in tomorrow.

Find Mosaic Wealth employees' phone numbers or email addresses

Mosaic Wealth Global Highlights

Location
Employees

North America
29

Minus sign iconPlus sign icon
  • United States Of America
    29

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Mosaic Wealth's Leadership

  • Stylized image of a person
    J. F. C. C.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    L. S.
    Chief Investment Officer, Principal
    Phone icon
  • Stylized image of a person
    S. H.
    President And Principal
    Phone icon
  • Stylized image of a person
    S. W.
    Partner
    Phone icon
  • Stylized image of a person
    B. K.
    Director Of Client Services
    Phone icon
  • Stylized image of a person
    T. M.
    Senior Director Of People And Culture
    Phone icon
  • Stylized image of a person
    C. M.
    Director Of Operations And Complaince
    Phone icon
  • Stylized image of a person
    L. L.
    Investments Team Leader
    Phone icon

Mosaic Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entrepreneurship
  • Sales
  • Accounting
  • Other
  • Consultant
  • Administrative

Contact profiles from Mosaic Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. W.
    Partner
    Phone icon
    United StatesMissouri
    Nov 10, 2025
  • Stylized image of a person
    S. H.
    President And Principal
    Phone icon
    United StatesMissouri
    Oct 24, 2025
  • Stylized image of a person
    J. F. C. C.
    Chief Investment Officer
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    L. S.
    Chief Investment Officer, Principal
    Phone icon
    UNITED STATES
    May 07, 2025
  • Stylized image of a person
    B. K.
    Director Of Client Services
    Phone icon
    United StatesMissouri
    Nov 10, 2025
  • Stylized image of a person
    T. M.
    Senior Director Of People And Culture
    Phone icon
    United StatesMissouri
    Jan 27, 2026
  • Stylized image of a person
    C. M.
    Director Of Operations And Complaince
    Phone icon
    United StatesMissouri
    Mar 04, 2024
  • Stylized image of a person
    L. L.
    Investments Team Leader
    Phone icon
    United StatesMissouri
    May 07, 2025
  • Stylized image of a person
    D. H.
    Business Operations Team Lead
    Phone icon
    United States
    Sep 08, 2025
  • Stylized image of a person
    B. L.
    Client Service Manager
    Phone icon
    United StatesMissouri
    Oct 23, 2025

Frequently Asked Questions

What is Mosaic Wealth known for?

Minus sign iconPlus sign icon
Mosaic Wealth was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 1401 South Brentwood Drive Suite 630 St. Louis, Missouri 63144 United States; you can contact the main corporate office by phone at . Explore Mosaic Wealth's company overview page for more information.

What is Mosaic Wealth's most common email format?

Minus sign iconPlus sign icon
Mosaic Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mosaic Wealth email formats with LeadIQ.

How many employees does Mosaic Wealth have currently?

Minus sign iconPlus sign icon
Mosaic Wealth has approximately 28 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Mosaic Wealth's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Mosaic Wealth's key employees include:

  • Chief Investment Officer: J. F. C. C.
  • Chief Investment Officer, Principal: L. S.
  • President And Principal: S. H.
  • Partner: S. W.
  • Director Of Client Services: B. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.