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Mission Wealth Management, LP

● SEC registered since 2002CRD 113057SEC# 801-61230Santa Barbara, CA
Export (members)
Reg. AUM
$10.02B
Employees
145
Accounts
12,456
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 $10 billion in regulatory assets under management and employs 145 people.
www.linkedin.com/company/missionwealthView on SEC.gov ↗

Mission Wealth Management, LP owners & executives

23 reported
NameTitleOwnershipSince
Andrew Lawrence Penso ControlPartner / Chief Business Development OfficerUnder 5%2014
Brad Warren Stark ControlCco / Founder / Chief Strategy OfficerUnder 5%2000
Brian Gerald Sottak ControlPartner / Client AdvisorUnder 5%2020
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Frequently asked questions

How much does Mission Wealth Management, LP manage?

Mission Wealth Management, LP reports $10 billion in regulatory assets under management on its Form ADV.

How many employees does Mission Wealth Management, LP have?

Mission Wealth Management, LP reports 145 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

Address1111 Chapala Street, 3rd Floor, Santa Barbara, CA 93101
Phone805-882-2360
Fax805-882-2362
Office hours8a.m. To 5p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK16453
Discloses disciplinary historyNo

Assets under management

Discretionary$7.83B
Non-discretionary$2.2B
Total (RAUM)$10.02B