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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-10-01 |
Branch Locations
3450 Penrose Place Suite 160, Boulder, CO 80301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Asset Management, Inc. | Boulder | CO | 06/1996 | 09/2025 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 10/2025 | Present |
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.
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