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MISSION STREET WEALTH PLANNING
PIA, GARY ERNEST
CRD 115310
251 S. LAKE AVE., #800, PASADENA, CA, 91101, United States
Phone
(626) 799-9800
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$42.1M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-02-18
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersPORTFOLIO ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $13.9M |
All web addresses on file
Official SEC filing: View on IAPD