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1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-10 |
Branch Locations
12555 High Bluff Dr. Suite 215, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Assets Capital Advisers, Llc | San Diego | CA | 09/2014 | 01/2021 |
| American Assets Capital Advisers, Llc | San Diego | CA | 01/2021 | 09/2025 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 09/2025 | Present |
American Assets Capital Advisers, LLC; investment-related; San Diego, CA; investment management, public stock; non-voting equity interest owner; 09/2014; 0; 0; non-voting equity interest owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-17 |
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