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Michael Alan Widling

Mission Wealth Management, LP

Austin, TX

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Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-29
TX RA APPROVED 2025-09-29
  • CA RA
    APPROVED
    Since 2025-09-29
  • TX RA
    APPROVED
    Since 2025-09-29

Branch Locations

901 S. Mocpac Expressway, Suite 250, Austin, TX 78746 • 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
Cal Lutheran University Thousand Oaks CA 08/2014 12/2016
Allan Hancock College Santa Maria CA 01/2017 12/2017
Sonoma State University Rohnert Park CA 01/2018 12/2019
Yardi Systems Santa Barbara CA 03/2020 10/2021
Pacific Rim Adventures Inc. Los Olivos CA 01/2022 02/2022
Mission Wealth Management, Lp Santa Barbara CA 02/2022 Present
  • 08/2014 → 12/2016
    Cal Lutheran University
    Thousand Oaks, CA
  • 01/2017 → 12/2017
    Allan Hancock College
    Santa Maria, CA
  • 01/2018 → 12/2019
    Sonoma State University
    Rohnert Park, CA
  • 03/2020 → 10/2021
    Yardi Systems
    Santa Barbara, CA
  • 01/2022 → 02/2022
    Pacific Rim Adventures Inc.
    Los Olivos, CA
  • 02/2022 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-29
  • S65 Uniform Investment Adviser Law Examination
    2025-09-29

View on SEC IAPD

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David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

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