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Brian Gerald Sottak

Partner / Client AdvisorMission Wealth Management, LPCRD 5701635

About Brian Gerald Sottak

Brian Gerald Sottak is listed as Partner / Client Advisor at Mission Wealth Management, LP in Santa Barbara, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Mission Wealth Management, LP
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian Gerald Sottak work?

Brian Gerald Sottak is listed as Partner / Client Advisor at Mission Wealth Management, LP on SEC Form ADV.

How much of Mission Wealth Management, LP does Brian Gerald Sottak own?

Form ADV reports a beneficial ownership band of Under 5%.

Mission Wealth Management, LP

TitlePartner / Client Advisor
OwnershipUnder 5%
Control personYes
Since2020