← Directory
MISSION WEALTH MANAGEMENT, LP
CRD 113057File 801-61230
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$17.00B
Top 10% of cohort (national)
Discretionary AUM
$11.90B
Non-discretionary $5.10B
Clients
5,341
18,908 accounts
Employees
220
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jun 7, 2002
- Principal office
- 1111 CHAPALA STREET, 3RD FLOOR, SANTA BARBARA, CA, 93101
- Phone
- 805-882-2360
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.00B
- Discretionary AUM
- $11.90B
- Non-discretionary AUM
- $5.10B
- Discretionary accounts
- 14,302
- Non-discretionary accounts
- 4,606
- Total accounts
- 18,908
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $35.2M |
| Charitable organizations | 28 | $211.9M |
| High net worth individuals | 3,633 | $16.00B |
| Pension and profit sharing plans | Fewer than 5 | $337K |
| State or municipal government entities | 2 | $10.0M |
| Individuals (other than high net worth individuals) | 1,666 | $748.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.