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Building 2MISSION WEALTH MANAGEMENT, LP

Map pinSANTA BARBARA, CA
Phone805-882-2360
NotebookSEC #801-61230
Total AUM
$13.9B
Employees
184
Clients
4,717

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1111 CHAPALA STREET
3RD FLOOR
SANTA BARBARA
CA 93101
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
805-882-2360
Other Offices
29

ReceiptFinancials

Total AUM
$13.9B
Accounts
16,573
Discretionary
$10.6B
Accounts
13,087
Non-Discretionary
$3.4B
Accounts
3,486

ContactClients

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Individual Clients
1,114
AUM
$330.2M
HNW Individual Clients
3,565
AUM
$13.4B
Charitable Organization Clients
25
AUM
$186.5M
Corporation or Business Clients
12
AUM
$34.2M
Other Clients
1
AUM
$9.2M
Description of Other Clients
SCHOOLS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FAMILY WEALTH MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTDCFLGAHIIAIDILINKSLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCTNTXUTVAVTWAWI

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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