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).

Current Firm Details
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101
https://www.linkedin.com/company/missionwealth
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 41 - 50 of 61 top financial advisors.
41
Shinaola Atoro, financial advisor Santa Barbara CA
Shinaola O. Atoro
CRD#: 7533065
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101

Shinaola Atoro (CRD# 7533065) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has 1 year of experience in the finance industry.

42
Brandon Baiamonte, financial advisor South Jordan UT
Brandon L. Baiamonte
CRD#: 4138491
South Jordan, UT

Brandon Baiamonte (CRD# 4138491) is an Investment Advisor Representative working at Mission Wealth Management, LP in South Jordan, UT and has over 23 years of experience in the finance industry.

43
Dennis Clark, financial advisor Santa Barbara CA
Dennis M. Clark
CRD#: 7829802
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101

Dennis Clark (CRD# 7829802) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has 1 year of experience in the finance industry.

44
Cole Clifford, financial advisor Austin TX
Cole S. Clifford
CRD#: 7630349
Austin, TX

Cole Clifford (CRD# 7630349) is an Investment Advisor Representative working at Mission Wealth Management, LP in Austin, TX and has 1 year of experience in the finance industry.

45
William Foley, financial advisor Gig Harbor WA
William J. Foley
CRD#: 6943658
Gig Harbor, WA

William Foley (CRD# 6943658) is an Investment Advisor Representative working at Mission Wealth Management, LP in Gig Harbor, WA and has 1 year of experience in the finance industry.

46
Daniel Friedman, financial advisor Aventura FL
Daniel Y. Friedman
CRD#: 7891111
19505 Biscayne Blvd, Suite 2350, Aventura, FL 33180

Daniel Friedman (CRD# 7891111) is an Investment Advisor Representative working at Mission Wealth Management, LP in Aventura, FL and has 1 year of experience in the finance industry.

47
Herbert Gebhart, financial advisor Santa Barbara CA
Herbert J. Gebhart
CRD#: 7557662
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101

Herbert Gebhart (CRD# 7557662) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has 1 year of experience in the finance industry.

48
Ishanjit Gondara, financial advisor Santa Barbara CA
Ishanjit S. Gondara
CRD#: 7610961
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101

Ishanjit Gondara (CRD# 7610961) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has 1 year of experience in the finance industry.

49
Mitchell Grushen, financial advisor Los Angeles CA
Mitchell R. Grushen
CRD#: 7283730
2029 Century Park East, Suite 400n, Los Angeles, CA 90067

Mitchell Grushen (CRD# 7283730) is an Investment Advisor Representative working at Mission Wealth Management, LP in Los Angeles, CA and has 1 year of experience in the finance industry.

50
Kristina Kearney, financial advisor Santa Barbara CA
Kristina G. Kearney
CRD#: 6137113
1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101

Kristina Kearney (CRD# 6137113) is an Investment Advisor Representative working at Mission Wealth Management, LP in Santa Barbara, CA and has over 5 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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