# Mustard Seed Wealth Management

Mustard Seed Wealth Management is a Bank / Wealth / Trust based in Magnolia, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Magnolia, United States
- **Region:** North America
- **Address:** Magnolia, TX, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** www.msfwm.com
- **LinkedIn:** https://www.linkedin.com/company/mustard-seed-wealth-management

## Regulatory record

- **CRD number:** 117737
- **SEC file number:** 801-66155
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-04T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117737

## About

Mustard Seed Wealth Management is an SEC-registered investment adviser in Magnolia, AR, registered since 2006. The firm manages $449 million in assets, with $431 million on a discretionary basis. It has 10 employees and 9 investment advisers.

## Questions

### Does the firm manage assets directly or outsource investment management?

Mustard Seed constructs portfolios using a combination of third-party institutional managers and low-cost passive vehicles, overlaid with its proprietary biblically responsible screen. This structure lets the firm focus on financial planning and values alignment while delegating day-to-day security selection and trading to sub-advisors whose strategies pass the firm's moral criteria.

### How does Mustard Seed handle fixed-income investing within a biblical framework?

The fixed-income allocation concentrates on US Treasuries — which carry no corporate entanglements — and investment-grade corporate bonds that pass the same moral screen applied to equities. The firm avoids sovereign debt from nations it considers hostile to religious freedom, a filter that differentiates its approach from standard socially responsible bond mandates. This results in a domestic-heavy, high-quality bond portfolio with limited duration and credit risk.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/mustard-seed-wealth-management

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