Mission Wealth Management, LP
● SEC registered since 2002CRD 113057SEC# 801-61230Santa Barbara, CA
Reg. AUM
$13.91B
Employees
184
Accounts
16,573
Location
Santa Barbara, CA
Mission Wealth Management, LP assets under management
Mission Wealth Management, LP is an investment advisory firm registered with the SEC based in Santa Barbara, CA. The firm has been registered since 2002. It reports $13.9 billion in regulatory assets under management and employs 184 people.
Mission Wealth Management, LP owners & executives
23 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Lawrence Penso Control | Partner / Chief Business Development Officer | Under 5% | 2014 |
| Brad Warren Stark Control | Cco / Founder / Chief Strategy Officer | Under 5% | 2000 |
| Brian Gerald Sottak Control | Partner / Client Advisor | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Mission Wealth Management, LP manage?
Mission Wealth Management, LP reports $13.9 billion in regulatory assets under management on its Form ADV.
How many employees does Mission Wealth Management, LP have?
Mission Wealth Management, LP reports 184 employees.
Where is Mission Wealth Management, LP located?
Mission Wealth Management, LP is based in Santa Barbara, CA and has been SEC-registered since 2002.
Does Mission Wealth Management, LP disclose fund performance?
Mission Wealth Management, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101 |
| Phone | 805-882-2360 |
| Fax | 805-882-2362 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 16453 |
| Discloses disciplinary history | No |
Regulatory AUM
$13.91B▲ 97%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$13.91Bregulatory AUM
Discretionary $10.56BNon-discretionary $3.35B