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Mitchell Ryan Grushen

Mission Wealth Management, LP

Los Angeles, CA

CRD 7283730

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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:

Current Employers
Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-08-06
  • CA RA
    APPROVED
    Since 2020-08-06

Branch Locations

2029 Century Park East Suite 400N, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pure Financial Advisors Brea CA 08/2017 03/2018
Mission Wealth Management, Lp Century City CA 05/2018 Present
Student Tuscaloosa AL 09/2014 08/2017
  • 08/2017 → 03/2018
    Pure Financial Advisors
    Brea, CA
  • 05/2018 → Present
    Mission Wealth Management, Lp
    Century City, CA
  • 09/2014 → 08/2017
    Student
    Tuscaloosa, AL
Designations
  • Certified Financial Planner
Other Names
  • Mitch Grushen

View on SEC IAPD

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