Bethany Anne Lepage
Investment adviser representative at Mosaic Wealth
11 yearsExperience
1 stateRegistered in
$2BFirm assets
4 yearsFirm in business
Are you Bethany Anne Lepage? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Mosaic WealthJun 2023 to now
- Mosaic Family Wealth Partners, LLCAug 2021 to now
- J Walsh InsuranceJul 2019 to Aug 2021
- Washington University In St. LouisMay 2017 to Jul 2019
- Mosaic Family WealthApr 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (MO).
Mosaic Wealth
Legal name: Mosaic Family Wealth Partners, LLC
$2BAssets managed
807Clients
19Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5555084
- Firm CRD
- 317377