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 2 of 2

• Mary Voll MillerCRD 5476488 · Austin, TX
  IA RegisteredRegistration inactive
• Ryan Thomas MillerCRD 7722380 · Lisle, IL
  IA Registered
• Jose MonrealCRD 6850756 · Austin, TX
  IA RegisteredRegistration inactive
• Emil NazaretyanCRD 5602556 · Santa Barbara, CA
  IA Registered
• Ryan Edmund NiedbalskiCRD 5846946 · Austin, TX
  IA RegisteredRegistration inactive
• Leah Fang NaishCRD 8244949 · Houston, TX
  IA Registered
• Megan NuttelmanCRD 8025444 · Frisco, CO
  IA Registered
• Kieran David OsborneCRD 5667529 · Santa Barbara, CA
  IA Registered
• Andrew Lawrence PensoCRD 4921439 · Indianapolis, IN
  IA Registered
• Gregory John PrinceCRD 4236834 · Santa Barbara, CA
  IA Registered
• Robert James PyleCRD 2582841 · Boulder, CO
  IA Registered
• Sean PitstickCRD 7585436 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Matthew James PyleCRD 8121667 · Boulder, CO
  IA Registered
• Scott William RanbyCRD 6100316 · Denver, CO
  IA Registered
• Edwin Kinsley RetterCRD 2904104 · Melbourne, FL
  IA Registered
• Donald Wayne RobertsCRD 2689734 · Houston, TX
  IA Registered
• Jenna Lauryn RogersCRD 5395184 · Santa Barbara, CA
  IA Registered
• Julianna RoteCRD 6089572 · San Diego, CA
  IA Registered
• Walter Alexander RizoCRD 6445349 · Austin, TX
  IA RegisteredRegistration inactive
• Austin David RobertsCRD 7939991 · Santa Barbara, CA
  IA Registered
• Tarren Nathaniel SchaarCRD 6174073 · San Francisco, CA
  IA Registered
• Oliver SchultenCRD 7408762 · Santa Barbara, CA
  IA Registered
• Steven Ronald SmithCRD 4400154 · Frisco, CO
  IA Registered
• Brian Gerald SottakCRD 5701635 · Santa Barbara, CA
  IA Registered
• Brad Warren StarkCRD 2311807 · Santa Barbara, CA
  IA Registered
• Seth Mathew StreeterCRD 2281532 · Austin, TX
  IA Registered
• Dannell Rice StuartCRD 2808288 · Santa Barbara, CA
  IA Registered
  Disclosure event(s) on record
• David Miles SzablaCRD 6202093 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Julian ScoglioCRD 7717332 · Austin, TX
  IA Registered
• Alejandro SegoviaCRD 7736751 · Raleigh, NC
  IA Registered
• Adam James SilvaCRD 7473603 · Santa Barbara, CA
  IA Registered
• James Alexander SmithCRD 5758883 · Washington, DC
  IA RegisteredRegistration inactive
• Andrew Graham StrongCRD 8234025 · Santa Barbara, CA
  IA Registered
• Jared Andrew SweeneyCRD 5496865 · Walpole, MA
  IA RegisteredRegistration inactive
• Kristen Elyssa TaylorCRD 5154936 · Walnut Creek, CA
  IA Registered
• Macy Birch TeerCRD 8212094 · Greensboro, NC
  IA Registered
• Joshua VaughanCRD 6421663 · Buford, GA
  IA RegisteredRegistration inactive
• William John WernerCRD 5519394 · Bryn Mawr, PA
  IA RegisteredRegistration inactive
• Thomas Howard WhitbyCRD 1771469 · Houston, TX
  IA Registered
• Peter WoodringCRD 4240628 · Park City, UT
  IA Registered
  Disclosure event(s) on record
• Jimmy Shanggee WuCRD 2669926 · Bellevue, WA
  IA Registered
• Victoria WesslerCRD 7955108 · Santa Barbara, CA
  IA Registered
• Michael Alan WidlingCRD 7726732 · Austin, TX
  IA Registered
• Sara Qilin WilkersonCRD 7283490 · Denver, CO
  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.