MISSION WEALTH MANAGEMENT, LP

1111 Chapala Street
3rd Floor
Santa Barbara, California 93101
Tel: 805-882-2360

About MISSION WEALTH MANAGEMENT, LP

MISSION WEALTH MANAGEMENT, LP, formally registered with the SEC as MISSION WEALTH MANAGEMENT, LP. The firm was established in 06/07/2002. They have over 33 offices throughout the country.

MISSION WEALTH MANAGEMENT, LP is a Santa Barbara, California based Financial Planning firm with nearly $7,072,960,768 assets under management, offering retirement planning & investment advisory services to 9939 clients. The firm is staffed with 109 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113057
SEC#	801-61230
Assets Managed by Firm	$7,072,960,768
No. of Clients	9939
No. of Advisors	109

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (FAMILY WEALTH MANAGEMENT)

Firm Client Information

	No. of Clients	AUM
Firm Total	9939	$7,072,960,768
Individuals (other than high net worth individuals)	796	$283,899,168
High net worth individuals	2111	$6,586,574,173
Charitable organizations	25	$164,952,892
Corporations or other businesses	11	$31,099,078

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