MISSION WEALTH MANAGEMENT, LP
SEC Form ADV profile.
Total regulatory AUM
$17,001,545,425
Discretionary
$11,898,494,791
Non-discretionary
$5,103,050,634
Firm details
- CRD number
- 113057
- SEC file number
- 801-61230
- Main office
- SANTA BARBARA, CA, United States
- Employees
- 220
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.