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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2023-07-22 |
Branch Locations
3608 W Friendly Ave, Greensboro, NC 27410 • United States
1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mission Wealth Management, Lp | Santa Barbara | CA | 06/2023 | 12/2024 |
| Prospect Student Living | Cullowhee | NC | 09/2022 | 06/2023 |
| Nc Department Of Revenue | Raleigh | NC | 05/2022 | 08/2022 |
| Publix Supermarkets | Waynesville | NC | 09/2017 | 05/2022 |
| Forsyth Central High School | Cumming | GA | 08/2015 | 05/2019 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 01/2025 | 12/2025 |
| Mission Wealth Management, Lp | Santa Barbara | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-22 |
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