Evan Elig

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

• 06/2020 → 04/2024
  American Assets Capital Advisers, Llc
  San Diego, CA
• 08/2019 → 06/2020
  Princeton University
  Princeton, NJ
• 06/2019 → 08/2019
  American Assets Capital Advisers, Llc
  San Diego, CA
• 09/2018 → 06/2019
  Princeton University
  Princeton, NJ
• 06/2018 → 09/2018
  Cetera Financial Group
  San Diego, CA
• 08/2017 → 06/2018
  Princeton University
  Princeton, NJ
• 06/2017 → 08/2017
  American Assets Capital Advisers, Llc
  San Diego, CA
• 09/2016 → 06/2017
  Princeton University
  San Diego, CA
• 01/2010 → 09/2016
  Student
  La Jolla, CA
• 04/2024 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2021-03-17 → 2024-03-01
  American Assets Capital Advisers, Llc
  La Jolla, CA
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-03