Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 that oversees over $8 billion in client assets under management. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client's needs. Mission Wealth's vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
The Mission Wealth Team
-At Mission Wealth, our team of over 70 dedicated financial advisors is the cornerstone of our success, offering unparalleled expertise and personalized service across the United States. Headquartered in Santa Barbara, CA, with multiple offices nationwide, our advisors manage over $8.7 billion in assets, ensuring each client's financial well-being.
-Our advisors specialize in a broad range of services, including financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and inspired living. With over 20 years of experience, our advisors are adept at guiding high-net-worth families through significant life events, offering tailored strategies that meet their unique needs and goals.
-Each advisor at Mission Wealth is committed to a holistic approach, working closely with clients to understand their financial aspirations and life ambitions. By focusing on personalized service and detailed planning, our advisors help clients navigate complex financial landscapes, ensuring their investments are aligned with their long-term objectives.
-Our visionary, service-oriented culture empowers clients to lead more fulfilled lives. Whether it's planning for retirement, protecting assets, or creating a philanthropic legacy, our advisors provide expert guidance and support every step of the way. At Mission Wealth, our advisors are not just financial experts; they are trusted partners dedicated to helping clients achieve financial security and personal fulfillment.
General Information |
| Firm Start Year: | 2000 | |
| No. of Employees: | 100-499 | |
| States Licensed in: | AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
| Advisory Services Provided: | Retirement Planning, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Planning, Investment Advice & Management, Estate Planning & Trusts |
Firm Information |
| Firm's Number of Clients: | 3,225 |
| Firm's Number of Planning Clients: | 3,225 |
| Firm's Number of Managed Clients: | 3,225 |
| Assets Managed by Firm: | $8.7B |
Compensation and Fees |
| Minimum Fee Charged for Managed Accounts: | $10,000 |
Disclosures |
| MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. ALL RIGHTS RESERVED. ALL INFORMATION HEREIN HAS BEEN PREPARED SOLELY FOR INFORMATIONAL PURPOSES. ADVISORY SERVICES ARE ONLY OFFERED TO CLIENTS OR PROSPECTIVE CLIENTS WHERE MISSION WEALTH AND ITS REPRESENTATIVES ARE PROPERLY LICENSED OR EXEMPT FROM LICENSURE. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS. INVESTING INVOLVES RISK AND POSSIBLE LOSS OF PRINCIPAL CAPITAL. NO ADVICE MAY BE RENDERED BY MISSION WEALTH UNLESS A CLIENT SERVICE AGREEMENT IS IN PLACE. https://missionwealth.com/regulatory-disclosures/ |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:00 AM - 5:00 PM |
| Tue. | 8:00 AM - 5:00 PM |
| Wed. | 8:00 AM - 5:00 PM |
| Thu. | 8:00 AM - 5:00 PM |
| Fri. | 8:00 AM - 5:00 PM |
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