Daniele Beasley

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

• 07/2011 → 12/2017
  Cove Street Capital Llc
  El Segundo, CA
• 01/2018 → 11/2020
  Twenty Concierge Wealth Management, Llc
  Marina Del Rey, CA
• 11/2020 → 11/2021
  Apex Financial Advisors, Inc.
  Yardley, PA
• 11/2021 → 12/2021
  One Capital Management, Llc
  Westlake Village, CA
• 01/2022 → 08/2024
  Twenty Concierge Wealth Management
  Santa Barbara, CA
• 08/2024 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2022-02-17 → 2024-09-08
  Twenty
  Santa Barbara, CA
• 2021-11-19 → 2021-12-13
  One Capital Management, Llc
  Westlake Village, CA
• 2021-01-05 → 2021-10-25
  Apex Financial Advisors, Inc
  Los Angeles, CA
• 2019-01-03 → 2020-11-10
  Twenty
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-06-29

Designations

• Certified Financial Planner

Other Names

• Daniele Mortensen
• Daniele Beasley
• Daniele (Nmn) Beasley