Mission Wealth Management is an investment advisor in Santa Barbara with $1.88 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Mission Wealth Management, LLC
SEC CIK
IRS number
954783206
SEC advisor number
801-61230
FINRA CRD number
113057
AUM ?
$7.07 bn
(as of 20 Mar 24)
Accounts
9,939
(as of 20 Mar 24)
Employees
109
(72 investment advisory or research)
Address
Mission Wealth Management
1111 CHAPALA STREET
3RD FLOOR
SANTA BARBARA
CA 93101
1111 CHAPALA STREET
3RD FLOOR
SANTA BARBARA
CA 93101
Phone
(805) 882-2360
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
7 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
5 Nov 21