Key facts
- MISSION WEALTH MANAGEMENT, LP is a other based in SANTA BARBARA, CA.
- MISSION WEALTH MANAGEMENT, LP reports $22.8M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 113057- Regulatory AUM
- $22.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 184
- Registered office
- SANTA BARBARA, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for MISSION WEALTH MANAGEMENT, LP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is MISSION WEALTH MANAGEMENT, LP's AUM?
- MISSION WEALTH MANAGEMENT, LP manages approximately $22.8M in assets.