Mission Wealth Management, LP
● SEC registered since 2002CRD 113057SEC# 801-61230Santa Barbara, CA
Reg. AUM
$17B
Employees
220
Accounts
18,908
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 $17 billion in regulatory assets under management and employs 220 people.
Mission Wealth Management, LP owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad Warren Stark Control | Co-Founder / Cco / Cfo | Under 5% | 2000 |
| Brian Gerald Sottak Control | Partner / Senior Managing Director | Under 5% | 2020 |
| Dannell Rice Stuart Control | President / Partner | Under 5% | 2014 |
| Ghp Mission Blocker Corp. | Limited Partner | 10-25% | 2025 |
| Kieran David Osborne Control | Chief Investment Officer / Partner | Under 5% | 2018 |
| Matthew William Adams Control | Managing Partner / Chief Executive Officer | Under 5% | 2018 |
| Mission Wealth Management, LLC Control | General Partner | Under 5% | 2018 |
| Seth Streeter, Trustee Sms 2025 Trust | Limited Partner | 10-25% | 2025 |
| The Adams Living Trust | Limited Partner | 5-10% | 2008 |
| The Stark Revocable Trust of 2000 Control | Limited Partner | 10-25% | 2000 |
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Join to unlock · $37/moFrequently asked questions
How much does Mission Wealth Management, LP manage?
Mission Wealth Management, LP reports $17 billion in regulatory assets under management on its Form ADV.
How many employees does Mission Wealth Management, LP have?
Mission Wealth Management, LP reports 220 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
$17B▲ 140%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,306 advisers
EmployeesTop 4%
More than 96% of 16,824 advisers
Assets under management
$17Bregulatory AUM
Discretionary $11.9BNon-discretionary $5.1B