Investment adviser · CRD 113057
MISSION WEALTH MANAGEMENT, LP
Investment adviser filing (IA)
SANTA BARBARA, CA, United States · Form ADV filed Sep 28, 2026
- Regulatory AUM
- $17B Form ADV · Item 5.F
- Client accounts
- 18,908 Accounts, not individual clients
- Employees
- 220 Reported in this filing
- Advisory professionals
- 135 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 3,633 | $15,995,443,652 | 94.1% |
| Individuals | 1,666 | $748,487,742 | 4.4% |
| Charities | 28 | $211,875,037 | 1.2% |
| Corporations & businesses | 12 | $35,235,462 | 0.2% |
| Government entities | 2 | $10,007,498 | 0.1% |
| Retirement plans | Fewer than 5 | $336,540 | 0.0% |
| Other clients | Fewer than 5 | $159,494 | 0.0% |
Filing source
Form ADV 2135326 · Sep 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 28, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1111 CHAPALA STREET, 3RD FLOORSANTA BARBARA, CA, 93101, United States
CRD 113057
Filing source
Form ADV 2135326 · Sep 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.