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MISSION WEALTH MANAGEMENT, LP
CRD 113057 · SEC 801-61230
1111 CHAPALA STREET, 3RD FLOOR, SANTA BARBARA, CA, 93101, United States
Phone
805-882-2360
Fax
805-882-2362
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$13.91B
Discretionary AUM
$10.56B
Team
184 total employees; 117 advisory reps; 10 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Partnership
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersFAMILY WEALTH MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1114 | $330.2M |
| High net worth individuals | 3565 | $13.35B |
| Charitable organizations | 25 | $186.5M |
| Corporations/business entities | 12 | $34.2M |
States served
VT, AK, AZ, CA, CO, DC, GA, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD