Matthew William Adams

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2003 → Present
  Mission Wealth Management
  Santa Barbara, CA

Previous Registrations

• 2001-04-24 → 2004-03-25
  Roxbury Capital Management Llc
  Santa Monica, CA

Other Businesses

MISSION WEALTH MANAGEMENT, LLC; 1111 CHAPALA STREET, SANTA BARBARA, CA 93101 - CHIEF EXECUTIVE OFFICER - RESEARCH RECOMMENDATIONS, TRADES, CLIENT COMMUNICATION, ETC. - 100% TIME SPENT. CO-TRUSTEE OF PALMER FAMILY TRUST SANTA BARBARA MUSEUM OF NATURAL HISTORY-YES-SANTA BARBARA,CA-EDUCATION/MUSEUM-BOARD CHAIRMAN-6/2011-5/2 HRS-CHAIR THE INVSTMT SUB-COMMITT/OVEREES ENDOWMENT/ENDOWMENT DIRECTLY MANAGED BY COMMON FUND.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-01-26
• S65 Uniform Investment Adviser Law Examination
  2000-12-16

Other Names

• Matt Adams