Investment adviser representative · Mosaic Wealth
Bethany A. Lepage
CRD 5555084 · St. Louis, MO
At a glance
Bethany A. Lepage is an investment adviser representative with Mosaic Wealth in St. Louis, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Bethany’s SEC record dates to 2023, about 3 years ago.
Current advisory firm
- Mosaic WealthSince June 2023St. Louis, MO · $2.0B in regulatory assets
SEC adviser record
- Registered since
- 2023 (3 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Bethany’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.