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).

By the Numbers
  • Total Assets Under Management
    7,073
    MILLION
  • Total Number of Accounts
    9,939
    ACCOUNTS
  • Average Account Value
    $711,637
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mission Wealth Management, LP
Showing 1 - 10 of 59 top financial advisors.
1
Matthew W. Adams
CRD#: 4570280
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101

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.

2
Claudia Arnold
CRD#: 4470063
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101

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.

3
Jeffrey D. Avila
CRD#: 4474645
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101

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.

4
Gary A. Brooks
CRD#: 4313166
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101

Gary Brooks (CRD# 4313166) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 16 years of experience in the finance industry.

5
Stephanie Bruno
CRD#: 2952200
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101

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.

6
Steve S. Caltagirone
CRD#: 3227269
Boise, ID

Steve Caltagirone (CRD# 3227269) is an Investment Advisor Representative working at Mission Wealth Management, LP in Boise, ID and has over 24 years of experience in the finance industry.

7
Sara P. Clark
CRD#: 5553797
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101

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.

8
Nathaniel J. Dodd
CRD#: 6855376
Phoenix, AZ

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.

9
Patricia A. Fahnoe
CRD#: 2636618
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101

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.

10
Geoffrey S. Gaggs
CRD#: 2725114
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101

Geoffrey Gaggs (CRD# 2725114) 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.

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