firm profile
Mission Wealth Management, LP
Overview
Mission Wealth Management, LP is an SEC registered investment adviser based in Santa Barbara, CA, registered since 2000. It reports $17B in assets under management across 18,908 accounts, with 220 employees. It has 136 investment adviser representatives.
- Reported AUM
- $17B
- Discretionary
- 70%
- Accounts
- 18,908
- Average account
- $899K
- Employees
- 220
- Advisory reps
- 136
- Registered since
- 2000
- Jurisdictions
- 44
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 5
- Matthew William Adams Managing Partner, Chief Executive Officer CRD 4570280
- Dannell Rice Stuart President, Partner CRD 2808288
- Brad Warren Stark Co-Founder, Chief Compliance Officer, CFO CRD 2311807
2 more executive officers, with direct contact details
Advisory reps 3 of 136
- Matthew William Adams Investment Adviser Rep CRD 4570280
- Peter Mark Ahrens Investment Adviser Rep CRD 7498118
- Timothy Blane Akers Investment Adviser Rep CRD 7499762
133 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1111 Chapala St Fl 3
Santa Barbara, CA 93101 - County
- Santa Barbara
- Metro area
- Santa Maria-Santa Barbara, CA
- Region
- West
Registrations
- SEC registered
- Registered in 44 jurisdictions
Every state, with registration dates
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