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Austin Grant Sweet

Mission Wealth Management, LP

Seattle, WA

Santa Barbara, CA

CRD 6904590

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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:

Current Employers
Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-04-13
  • WA RA
    APPROVED
    Since 2026-04-13

Branch Locations

1420 5Th Avenue Suite 2200, Seattle, WA 98101 • United States

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Costco Wholesale Reno NV 01/2016 04/2017
E.L. Weigand Fitness Center Reno NV 01/2017 01/2018
Waddell & Reed Reno NV 01/2018 02/2019
Waddell & Reed Reno NV 02/2019 07/2021
Various Insurance Carriers For W&R Insurance Agencies Reno NV 05/2019 07/2021
E.L. Wiegand Fitness Center Reno NV 04/2017 01/2018
Reno Midtown Rotary Club Reno NV 01/2020 07/2021
Lpl Financial Llc Reno NV 07/2021 03/2023
Hightower Advisors, Llc Bellevue WA 03/2023 04/2026
Lpl Financial Llc Lynnwood WA 07/2021 03/2023
Reno Midtown Rotary Club Reno NV 07/2022 12/2022
Reno Midtown Rotary Club Reno NV 07/2021 06/2022
Mission Wealth Management, Lp Seattle WA 04/2026 Present
  • 01/2016 → 04/2017
    Costco Wholesale
    Reno, NV
  • 01/2017 → 01/2018
    E.L. Weigand Fitness Center
    Reno, NV
  • 01/2018 → 02/2019
    Waddell & Reed
    Reno, NV
  • 02/2019 → 07/2021
    Waddell & Reed
    Reno, NV
  • 05/2019 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Reno, NV
  • 04/2017 → 01/2018
    E.L. Wiegand Fitness Center
    Reno, NV
  • 01/2020 → 07/2021
    Reno Midtown Rotary Club
    Reno, NV
  • 07/2021 → 03/2023
    Reno, NV
  • 03/2023 → 04/2026
    Bellevue, WA
  • 07/2021 → 03/2023
    Lynnwood, WA
  • 07/2022 → 12/2022
    Reno Midtown Rotary Club
    Reno, NV
  • 07/2021 → 06/2022
    Reno Midtown Rotary Club
    Reno, NV
  • 04/2026 → Present
    Seattle, WA
Previous Registrations
  • 2023-03-23 → 2026-04-09
    Bellevue, WA
    Chicago, IL
  • 2021-07-21 → 2023-03-31
    Seattle, WA
    Reno, NV
    Lynnwood, WA
  • 2019-05-10 → 2021-07-21
    Waddell & Reed
    Reno, NV
    Seattle, WA
    Reno, NV
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-30
  • S66 Uniform Combined State Law Examination
    2019-04-30
Designations
  • Certified Financial Planner
Other Names
  • Auddie Grant Sweet

View on SEC IAPD

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