The MISSION WEALTH MANAGEMENT, LP is a privately held investment adviser that advises $17Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MISSION WEALTH MANAGEMENT, LP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 356.35% over the last 5-years.
The Group has been registered with the SEC for 24.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 31 office locations with their Headquarters at 1111 CHAPALA STREET 3RD FLOOR, SANTA BARBARA, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 220 employees comprised of 135 investment and 85 non-investment staff. The total number of Employees increased by 315.09% over the last 5-years.
Their $17Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 42 other accounts. Assets of High Net Worth Individuals clients own $16Bn or 94.08% of Total Assets and Individuals own $748.49mn or 4.4% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
MISSION WEALTH MANAGEMENT, LP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.