Mission Wealth Management, LP
Mission Wealth Management, LP (CRD# 113057) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $7,072,960,768 in 9,939 accounts and serve the financial needs of clients across 39 states (or territories).
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Total Assets Under Management7,073MILLION
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Total Number of Accounts9,939ACCOUNTS
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Average Account Value$711,637
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Matthew Adams (CRD# 4570280) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 23 years of experience in the finance industry.
Peter Amling (CRD# 5650069) is an Investment Advisor Representative working at Amling Investments LLC in Chicago, IL and has over 10 years of experience in the finance industry. Peter Amling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Claudia Arnold (CRD# 4470063) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 22 years of experience in the finance industry.
Jeffrey Avila (CRD# 4474645) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 22 years of experience in the finance industry.
Gary Brooks (CRD# 4313166) is an Investment Advisor Representative working at Mission Wealth Management, LP in Gig Harbor, WA and has over 16 years of experience in the finance industry.
Stephanie Bruno (CRD# 2952200) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 20 years of experience in the finance industry.
Steve Caltagirone (CRD# 3227269) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 24 years of experience in the finance industry.
Sara Clark (CRD# 5553797) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 14 years of experience in the finance industry.
Nathaniel Dodd (CRD# 6855376) is an Investment Advisor Representative working at Mission Wealth Management, LP in Phoenix, AZ and has over 6 years of experience in the finance industry.
Patricia Fahnoe (CRD# 2636618) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 28 years of experience in the finance industry.