Mission Wealth Management, LP

RIASEC Registered

Total AUM

$17B

Discretionary

$11.9B

70% of AUM

Avg account

$899K

Accounts

18,908

Employees

220

Advisory reps

139

Firm details

Headquarters: Santa Barbara, California
CRD number: 113057
Registered since: June 7, 2002
Website: missionwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.08%
Individuals4.4%
Charitable Organizations1.25%
Corporations / Businesses0.21%
State / Municipal Government0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mission Wealth Management, LP is an independent registered investment adviser that acts as a capital allocator for high-net-worth individuals, families and institutions. The firm is SEC-registered (registered in 2002) and organized as a limited partnership. Its services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers; it also operates as an insurance broker. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee models. Mission Wealth identifies as an active ESG investor and routinely allocates to third-party managers for specialized strategies.