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| Happy Holidays!! thanks for using AUM13F!! |
| Mission Wealth Management LP
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| CRD # | 113057 |
| SEC # | 801-61230 |
| CIK # | 0000016453, 0001645382 |
| AUM | $10.0 B (2025-07-09) |
| Employees | 145 (67% Investors, 0% Brokers) |
| Phone | 805-882-2360 |
| Address | 1111 Chapala Street Santa Barbara, CA 93101 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Microsoft Corp | 0.2 | |
| Apple Inc | 0.2 | |
| Nvidia Corp | 0.2 | |
| Amazon Com Inc | 0.1 | |
| Tesla Motors Inc | 0.0 | |
| Broadcom Inc | 0.0 | |
| Alphabet Inc | 0.0 | |
| Facebook Inc | 0.0 | |
| Trade Desk Inc | 0.0 | |
| J P Morgan Chase & Co | 0.0 |
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,257 | 0.6 |
| (b) Individuals (high net worth individuals) | 2,339 | 9.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 23 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 12,456 | 10.0 |
| By Discretionary | ||
| Discretionary | 10,121 | 7.8 |
| Non-Discretionary | 2,335 | 2.2 |
| Total | 12,456 | 10.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 10.0 | |
| Total | 12,456 | 10.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001645382] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
James Hambro & Partners LLP
✚
|
10.6 | |
|
CSM Advisors LLC
✚
|
PA | 10.3 |
|
Invesco Asset Management India PVT Ltd
✚
|
10.3 | |
|
Kestra Private Wealth Services LLC
✚
|
TX | 10.2 |
|
McQueen Financial Advisors II Inc
✚
|
MI | 10.1 |
|
Concurrent Investment Advisors LLC
✚
|
FL | 9.9 |
|
Aptus Capital Advisors LLC
✚
|
AL | 9.9 |
|
Prospera Financial Services Inc
✚
|
TX | 9.8 |
|
Agincourt Capital Management LLC
✚
|
VA | 9.7 |
|
Heck Capital Advisors LLC
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|
WI | 9.7 |