Daniel Yshai Friedman

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

• 03/2024 → 06/2025
  Mission Wealth Management, Lp
  Santa Barbara, CA
• 05/2019 → 08/2019
  Toyourdoormedical
  Hollywood, FL
• 08/2019 → 05/2023
  Indiana University
  Bloomington, IN
• 05/2020 → 08/2020
  The Glove Store
  Hallandale Beach, FL
• 05/2022 → 08/2022
  Toyourdoormedical (Cumulare Asset Management)
  Hollywood, FL
• 06/2023 → 12/2023
  Singer Wealth
  Boca Raton, FL
• 03/2014 → 05/2019
  Student
  Bloomington, IN
• 07/2025 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-15