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Mission Wealth Management, LP

Santa Barbara, CA

Website:

https://missionwealth.com/

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Santa Barbara, CA

Website:

https://missionwealth.com/

Leadership Interview

Company Details

Approximate AUM

$11,600,000,000

Fee model

Fee Only Strict

Number of employees

158

Custodians

Schwab

Fidelity

Description

Mission Wealth Management ("Mission") was founded in 2000 by Brad Stark and Seth Streeter with a vision to break away from the traditional, product-driven advisory model. As early adopters of the CFP designation, they built a firm rooted in comprehensive financial planning and fiduciary responsibility. From the outset, their goal was to prioritize client service over sales, cultivating a team-oriented environment that emphasized long-term relationships. Over the years, Mission Wealth expanded its reach through key partnerships with Schwab and Fidelity’s referral networks, as well as a culture that welcomed new shareholders and top talent through strategic mergers and internal growth.

Today, Mission Wealth serves clients nationwide with a robust support system of centralized teams and in-house experts across investments, tax, estate planning, risk, and philanthropy. The firm’s innovative structure separates business development from client service, allowing advisors to focus on what they do best—serving clients. With more than 50 shareholders, 40 of whom were promoted from within, Mission Wealth continues to attract like-minded professionals who align with its core values: Caring, Committed, Growth-Minded, and Adaptable. Through a thoughtful combination of people, process, and purpose, Mission Wealth helps clients realize true wealth—both in life and legacy.

Locations

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Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Retirement / Income Planning

Tax Preparation

Family Office Services

Recent News

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Match confidence

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video Overview

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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video Overview

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Data Room

Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

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Retirement / Income Planning

Tax Preparation

Family Office Services

Mission Wealth Management, LP

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Mission Wealth Management, LP's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Mission Wealth Management, LP

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Mission Wealth Management, LP's Ideal Partner

Company Videos

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