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| Keyboard |
| Mission Wealth Management LP
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|---|---|
| CRD # | 113057 |
| SEC # | 801-61230 |
| CIK # | 0001645382, 0000016453 |
| AUM | 13.91 B (2026-04-06) |
| Employees | 184 (64% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 805-882-2360 |
| Address | 1111 Chapala Street Santa Barbara, CA 93101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Nvidia Corp | 0.4 | ||
| Microsoft Corp | 0.3 | ||
| Amazon Com Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Applied Materials Inc /DE | 0.1 | ||
| Tesla Motors Inc | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,114 | 0.3 |
| (b) Individuals (high net worth individuals) | 3,565 | 13.4 |
| (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 | 12 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 16,573 | 13.9 |
| By Discretionary | ||
| Discretionary | 13,087 | 10.6 |
| Non-Discretionary | 3,486 | 3.4 |
| Total | 16,573 | 13.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.9 | |
| Total | 16,573 | 13.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001645382] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Clients | 10 (1 non-US) |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Atlanta Consulting Group Advisors LLC
✚
|
GA | 14.70 B |
|
Pine Ridge Advisers LLC
✚
|
NY | 14.42 B |
|
Aptus Capital Advisors LLC
✚
|
AL | 14.14 B |
|
Prime Buchholz LLC
✚
|
NH | 14.07 B |
|
Advisor Partners II LLC
✚
|
CA | 13.91 B |
|
Madison Investment Advisors LLC
✚
|
WI | 13.84 B |
|
Dolan McEniry Capital Management LLC
✚
|
IL | 13.76 B |
|
Sapient Capital LLC
✚
|
IN | 13.76 B |
|
Clearbrook Investment Consulting LLC
✚
|
NY | 13.72 B |
|
Kestra Private Wealth Services LLC
✚
|
TX | 13.45 B |