LP Profile

Mission Wealth Management

Also known as mission wealth

Wealth ManagerSanta Barbara, United StatesFounded 2000
$11.5B
Assets Under Management
Santa Barbara
Headquarters
Investment Focus

About Mission Wealth Management

Mission Wealth Management is a wealth manager based in Santa Barbara, US. Founded in 2000. Reported AUM: 11500 USD millions.

Preferred Investment Types

Buyout

Preferred Geographies

AsiaEmerging MarketsEuropeGlobalNorth America
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Mission Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$13.9B
Total Clients
16,573
Filing Date
April 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Mission Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Mission Wealth Management?

Mission Wealth Management is a wealth manager based in Santa Barbara, United States, managing approximately $11.5B in assets.

Where is Mission Wealth Management headquartered?

Mission Wealth Management is headquartered in Santa Barbara, United States.

How much does Mission Wealth Management manage?

Mission Wealth Management manages approximately $11.5B in assets under management.

When was Mission Wealth Management founded?

Mission Wealth Management was founded in 2000.

What does Mission Wealth Management invest in?

Mission Wealth Management focuses on Buyout.

How can I contact Mission Wealth Management?

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