RIA Intel›Advisers›California›MISSION WEALTH MANAGEMENT, LP

MISSION WEALTH MANAGEMENT, LP

Advisory

N·SANTA BARBARA, CA

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$17.0B

1-Year AUM Growth

+41.7%

3-Year CAGR

+27.8%

Employees

135

Assets Under Management

Total AUM$17.0B

Discretionary AUM$11.9B

Non-Discretionary AUM$5.1B

Discretionary %70%

Total Clients3,632

Team

Total Employees135

Investment Advisers220

Employee Growth (1Y)+34.7%

Filing History

Total Filings on Record95

First FilingMay 30, 2002

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 95 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MISSION WEALTH MANAGEMENT, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.