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| Mission Wealth Management LP
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| |
|---|---|
| CRD # | 113057 |
| SEC # | 801-61230 |
| CIK # | 0000016453, 0001645382 |
| AUM | $7.1 BB (2024-07-31) |
| Employees | 109 (66% Investors, 0% Brokers) |
| Phone | 805-882-2360 |
| Address | 1111 Chapala Street Santa Barbara, CA 93101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.2 | |
| AAPL | 2,382.8 | 0.2 | |
| NVDA | 399.6 | 0.1 | |
| TTD | 21.5 | 0.1 | |
| AMZN | 1,093.0 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| TSLA | 723.4 | 0.0 | |
| APPF | 3.2 | 0.0 | |
| AMAT | 82.7 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 796 | 0.3 |
| (b) Individuals (high net worth individuals) | 2,111 | 6.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 25 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9,939 | 7.1 |
| By Discretionary | ||
| Discretionary | 8,481 | 5.7 |
| Non-Discretionary | 1,458 | 1.4 |
| Total | 9,939 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.0 | |
| Total | 9,939 | 7.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001645382] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
DSM Capital Partners LLC
✚
|
FL | 7.1 |
|
Sarofim Trust Co
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|
TX | 7.1 |
|
Orgel Wealth Management LLC
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WI | 7.1 |
|
Capital Analysts LLC
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|
PA | 7.1 |
|
Parallel Advisors LLC
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|
CA | 7.1 |
|
McMorgan & Company LLC
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|
CA | 7.1 |
|
Valmark Advisers Inc
✚
|
OH | 7.0 |
|
Crossmark Global Investments Inc
✚
|
TX | 7.0 |
|
Stephens Investment Management Group LLC
✚
|
AR | 7.0 |
|
Mutual Advisors LLC
✚
|
NE | 6.9 |