Best Investors Account Sign in
Inactive

Kyle Patrick Humphreys

Mission Wealth Management, LP

Walnut Creek, CA

CRD 8018706

Claim This Profile
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 2025-01-13
  • CA RA
    APPROVED
    Since 2025-01-13

Branch Locations

1212 Broadway Plaza Suite 2100, Walnut Creek, CA 94596 • 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
Vitality Bowls Superfood Cafe Walnut Creek CA 06/2020 01/2021
Mission Wealth Management Lp Santa Barbara CA 11/2024 Present
Alameda County Assessor's Office Oakland CA 01/2021 09/2021
Wealthspire Advisors San Rafael CA 06/2023 08/2023
Student Lafayette CA 12/2014 06/2023
Unemployed Lafayette CA 06/2023 11/2024
  • 06/2020 → 01/2021
    Vitality Bowls Superfood Cafe
    Walnut Creek, CA
  • 11/2024 → Present
    Mission Wealth Management Lp
    Santa Barbara, CA
  • 01/2021 → 09/2021
    Alameda County Assessor's Office
    Oakland, CA
  • 06/2023 → 08/2023
    Wealthspire Advisors
    San Rafael, CA
  • 12/2014 → 06/2023
    Student
    Lafayette, CA
  • 06/2023 → 11/2024
    Unemployed
    Lafayette, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-11
  • S65 Uniform Investment Adviser Law Examination
    2025-01-11

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

More in Walnut Creek, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor