SANTA BARBARA, CACRD 113057Latest ADV April 6, 2026
Mission Wealth Management, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Santa Barbara, CA. Its latest Form ADV filing, dated April 6, 2026, reports $13.9B in regulatory assets under management, 184 employees, 29 offices, and 16,573 accounts.
Assets Under Management
$13.9B
Employees
184
Offices
29 offices
Total Clients
4,716
Primary office
SANTA BARBARA, CA
1111 CHAPALA STREET, 3RD FLOOR, SANTA BARBARA, CA, United States
Top client segmentHNWI represent 75.6% of total clients.
Top client categories% of clientsClients
1
HNWI
75.6%
3,565
2
Individuals
23.6%
1,114
3
Charitable
0.5%
25
4
Corporations
0.3%
12
Categories with <5 clients
SCHOOLS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$13.9Bas of April 6, 2026
Discretionary75.9%
$10.6B
76% of total RAUM75.9%
Non-discretionary24.1%
$3.4B
24% of total RAUM24.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$13.9B
Total Accounts16,573
10Y AUM Change+$12.4B (+848.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees184
Clients per Employee26:1
10Y Employee Change+158 (+607.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.