Mission Wealth Management, LP
Santa Barbara, CA·SEC-registered · CRD #113057
Mission Wealth Management, LP is an SEC-registered investment advisory firm in Santa Barbara, CA managing $14B across 20k client accounts, with 117 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$14B
Client accounts
20k
Advisory staff
117
Fee model
Fee-based
How Mission Wealth Management, LP is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL MISSION WEALTH MANAGEMENT, LP
See how Mission compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Mission Wealth Management, LP. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Mission Wealth Management, LP? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Mission Wealth Management, LP
How much does Mission Wealth Management, LP manage?
Per its most recent SEC Form ADV filing (04/06/2026), Mission Wealth Management, LP reports $14B in regulatory assets under management across roughly 20k client accounts.
How does Mission Wealth Management, LP charge?
Mission Wealth Management, LP is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mission Wealth Management, LP a fiduciary?
Yes. Mission Wealth Management, LP is registered with the U.S. Securities and Exchange Commission (CRD #113057), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mission Wealth Management, LP taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mission Wealth Management, LP and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Santa Barbara, CA
Profile compiled from Mission Wealth Management, LP's public SEC Form ADV filing (CRD #113057, filed 04/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mission Wealth Management, LP. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mission Wealth Management, LP? Claim this profile.