Robert James Pyle

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

• 06/1996 → 09/2025
  Diversified Asset Management, Inc.
  Boulder, CO
• 10/2025 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 1999-01-01 → 2025-11-12
  Diversified Asset Management, Inc.
  Boulder, CO
  Boulder, CO
  Boulder, CO
  Boulder, CO
  Boulder, CO

Other Businesses

1. RSP Associates LLP; investment-related; Boulder, CO; rental property management; owner; 05/1993; 4 hours per month; 0 during securities trading hours. 2. MFP Associates LLC; investment-related; Boulder, CO; office condo property management; 50% owner; 06/2019; 1 hour per month; 0 during securities trading hours. 3. DMP Associates; investment-related; Boulder, CO; second home property management; 50% owner; 05/2015; 0.50 hours per month; 0 during securities trading hours. 4. CSP Realty LLC; investment-related; Boulder, CO; Maryland real estate management; managing partner; 0.50 hours per month; 0 during securities trading hours.

Designations

• Certified Financial Planner
• Chartered Financial Analyst