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MISSION WEALTH MANAGEMENT, LP
MISSION WEALTH MANAGEMENT, LP
SANTA BARBARA, California
·
13 registered advisors
·
CRD# 113057
SEC# 801-61230
32
805-882-2360
01
Firm Overview
AUM
$7.1B
Regulatory assets under management
Employees
109
Total firm employees
Advisors
13
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MISSION WEALTH MANAGEMENT, LP
13 registered advisors
Andrew Lawrence Penso
SANTA BARBARA, California
CRD# 4921439
Brad Warren Stark
SANTA BARBARA, California
CRD# 2311807
Brian Gerald Sottak
SANTA BARBARA, California
CRD# 5701635
Dannell Rice Stuart
SANTA BARBARA, California
CRD# 2808288
Geoffrey Sutherland Gaggs
SANTA BARBARA, California
CRD# 2725114
Jenny Lynn Adams
SANTA BARBARA, California
CRD# 7311664
Kieran David Osborne
SANTA BARBARA, California
CRD# 5667529
Matthew William Adams
SANTA BARBARA, California
CRD# 4570280
Patricia Ann Fahnoe
SANTA BARBARA, California
CRD# 2636618
Seth Mathew Streeter
SANTA BARBARA, California
CRD# 2281532
Steve Salvatore Caltagirone
SANTA BARBARA, California
CRD# 3227269
Tamara Lynne Stark
SANTA BARBARA, California
CRD# 7311660
Tyler Austin Robuck
SANTA BARBARA, California
CRD# 5766725
05
Office Locations
SANTA BARBARA, California
13 advisors
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Data sourced from SEC Form ADV filings. MISSION WEALTH MANAGEMENT, LP (CRD# 113057) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.