Mission Wealth Management, LP
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
FINTRXOverview
Mission Wealth Management, LP is an independent, fee-based RIA organized as a limited partnership and registered with the SEC since 2002. The firm advises individuals, families and institutional clients and functions as a capital allocator, both building portfolios directly and selecting third-party managers. Its advisory menu spans financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers; it also operates as an insurance broker. Mission Wealth charges asset-based fees alongside hourly and fixed-fee engagements and identifies as an active ESG investor. The firm has been recognized repeatedly in industry lists, including multiple Barron’s Top 100 RIA appearances (2021–2025), Forbes America’s Top RIA Firms (2023, 2024), FA Magazine and Financial Times nods in 2020, and an AdvisorHub “50 RIA Firms to Watch” listing in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities16%
- Private Funds5%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities1%
Owners & executives
3 of 3
Kieran Osborne
Partner and Chief Investment OfficerCRD 5667529

Matthew Adams
Chief Executive OfficerCRD 4570280

Sara Clark
Partner & Chief Client OfficerCRD 5553797
Contacts
3 of 133
Brian Sottak
Partner and Managing DirectorCRD 5701635

Matthew Harris
Senior Wealth AdvisorCRD 5816898

Ryan Niedbalski
Partner, Senior Wealth AdvisorCRD 5846946
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 436Active vs passive
$5.2B in ETFs
76%
$4B
23%
$1.3B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $678M | 3,111,513 | 12.93% |
Location
Santa Barbara, CA
Santa Barbara
Location
Santa Barbara, CA
Headquartered in Santa Barbara, CA, in the West of the United States.
- Region
- West
- County
- Santa Barbara
- Address
- 1111 Chapala St
- Time zone
- PT (UTC-8)
- Office locations
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