Mission Wealth Management, LP

Firm record

As recorded in SEC IAPD

Firm CRD

113057

SEC number

801-61230

Firm type

RIA

Assets under management

$13.9B as of Apr 6, 2026

Website

www.linkedin.com/company/missionwealth ↗

Phone

805-882-2360

Address

1111 Chapala Street, Santa Barbara, CA, 93101

Advisors at this firm

94 in our index · page 1 of 2

• Claudia ArnoldCRD 4470063 · Irvine, CA
  IA Registered
• Jeffrey Dean AvilaCRD 4474645 · Santa Barbara, CA
  IA Registered
• Peter Mark AhrensCRD 7498118 · Fort Collins, CO
  IA Registered
• Timothy Blane AkersCRD 7499762 · Plano, TX
  IA RegisteredRegistration inactive
• Amanda Jane AvilaCRD 7941811 · Washington, DC
  IA RegisteredRegistration inactive
• Eric Grady AyvazianCRD 7972543 · Denver, CO
  IA Registered
• Brandon Lee BaiamonteCRD 4138491 · South Jordan, UT
  IA Registered
• Daniele BeasleyCRD 2049748 · Santa Barbara, CA
  IA Registered
• Gary A. BrooksCRD 4313166 · Gig Harbor, WA
  IA Registered
• Adam Colby BroughtonCRD 4431657 · Austin, TX
  IA Registered
• Timothy Balfour BrownCRD 2665369 · Eden Prairie, MN
  IA Registered
• Stephanie BrunoCRD 2952200 · Seattle, WA
  IA Registered
• Steve Salvatore CaltagironeCRD 3227269 · Boise, ID
  IA Registered
• Sara Pierce ClarkCRD 5553797 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Ethan Roderick CooperCRD 6494700 · Scottsdale, AZ
  IA Registered
• Cray Jenings CoppinsCRD 4703374 · Lake Bluff, IL
  IA Registered
• Mia Danielle CattaneoCRD 7723170 · Austin, TX
  IA Registered
• Eleanor Young CookeCRD 1722508 · Houston, TX
  IA RegisteredRegistration inactive
• Jonathan Laurence DemossCRD 6399617 · St. Charles, IL
  IA RegisteredRegistration inactive
• Nathaniel Jordan DoddCRD 6855376 · Phoenix, AZ
  IA RegisteredRegistration inactive
• Evan EligCRD 6972900 · La Jolla, CA
  IA Registered
• Patricia Ann FahnoeCRD 2636618 · Santa Barbara, CA
  IA Registered
• Joyce Lea FranklinCRD 4810432 · San Rafael, CA
  IA Registered
• Vernon James Kaleo Okalani FernandezCRD 8181352 · Santa Barbara, CA
  IA Registered
• Jeffrey Allen FisherCRD 7941569 · Lisle, IL
  IA Registered
• Geoffrey Sutherland GaggsCRD 2725114 · Santa Barbara, CA
  IA RegisteredRegistration inactive
• Ricardo David GonzalezCRD 2043882 · Los Angeles, CA
  IA Registered
• Stephan R GoyetteCRD 4891103 · Thousand Oaks, CA
  IA Registered
• Paige Pickar GuinnCRD 4360856 · Houston, TX
  IA Registered
• Sarah Jane HamiltonCRD 4858169 · Walnut Creek, CA
  IA RegisteredRegistration inactive
• Carroll William HayesCRD 2093305 · Dedham, MA
  IA Registered
• Robert Henry HimmelmanCRD 6593922 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Cole David HaddockCRD 7452240 · Austin, TX
  IA Registered
• Matthew HarrisCRD 5816898 · New York, NY
  IA RegisteredRegistration inactive
• Ryan Kristiaan HublitzCRD 8301767 · Santa Barbara, CA
  IA Registered
• Kyle Patrick HumphreysCRD 8018706 · Walnut Creek, CA
  IA Registered
• Benjamin Dale JohnsonCRD 4736820 · Bellevue, WA
  IA Registered
• Kristina Gwendolyn KearneyCRD 6137113 · Denver, CO
  IA Registered
• Andrew Paul KulhaCRD 6916468 · Houston, TX
  IA Registered
• Keaton William KrutenatCRD 7723757 · Santa Barbara, CA
  IA Registered
• Phyllis Gilker LancasterCRD 5331616 · Greensboro, NC
  IA RegisteredRegistration inactive
• Jose Alejandro LatorreCRD 7983297 · Austin, TX
  IA Registered
• Leopold LueddemannCRD 8168241 · Houston, TX
  IA Registered
• Rory Martin MacdonaldCRD 5575478 · San Diego, CA
  IA Registered
• Bryant Gene MerrymanCRD 6198478 · Lisle, IL
  IA RegisteredRegistration inactive
• Kami Lynn MolinCRD 5870409 · Simi Valley, CA
  IA Registered
• Creede Everett MurphyCRD 6235625 · San Diego, CA
  IA Registered
• Lisa Marie MurphyCRD 6252040 · San Diego, CA
  IA RegisteredRegistration inactive
• Martin Daniel MercadoCRD 7978237 · Walnut Creek, CA
  IA Registered
• Alison Rose MillerCRD 7134845 · Austin, TX
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.