MUSTARD SEED FINANCIAL, LLC
DBA: MUSTARD SEED WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $449.4M |
| Discretionary | $431.2M96% of AUM |
| Non-Discretionary | $18.2M |
| Client Accounts | 1,621 |
| Avg Account Size | $277K |
| Employees | 10 |
| Peak AUM | $449.4MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $449M | +8.7% | +12.8% | +11.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $449.4M |
| Discretionary | $431.2M |
| Employees | 10 |
| Client Accounts | 1621 |
| Client Range | 101-250 |
Contact & Location
Address
202 S. PINE
MAGNOLIA AR 71753
Phone
870-234-1618
Filing History
41 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$431M
96.0% of AUM
Non-Discretionary
$18M
4.0% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported