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Mission Wealth Management, LP CRD 113057
$17.0B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chevron | Houston | TX | 10/2012 | 12/2020 |
| Unemployed | Austin | TX | 12/2020 | 08/2021 |
| Halbert Wealth Management | Austin | TX | 08/2021 | 10/2021 |
| Halbert Wealth Management, Inc | Austin | TX | 10/2021 | 08/2022 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 08/2022 | 01/2024 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 01/2024 | 12/2024 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-04 |
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