Adam James Silva

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

• 09/2021 → 01/2026
  Alliance Advisory & Securities, Inc.
  Westlake Village, CA
• 04/2021 → 09/2021
  Red Rhino Leak Detection
  Burbank, CA
• 10/2017 → 02/2021
  Pac Properties
  North Hollywood, CA
• 03/2015 → 05/2019
  Grace Security
  Sun Valley, CA
• 01/2026 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2022-01-01 → 2026-01-05
  Alliance Advisory & Securities, Llc
  Westlake Village, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-28

Designations

• Certified Financial Planner