MISSION WEALTH MANAGEMENT, LP
CRD #113057 SEC #801-61230 SANTA BARBARA, CA 805-882-2360
SEC Registered
Total AUM
$10B
Discretionary
$7.8B
Employees
145
Clients
10
Accounts
12,456
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $10B | $7.8B | $2.2B | 145 | 10 |
| Jul 2025 | $10B | $7.8B | $2.2B | 145 | 10 |
| May 2025 | $10B | $7.8B | $2.2B | 145 | 10 |
| Apr 2025 | $10B | $7.8B | $2.2B | 145 | 10 |
| Mar 2025 | $10B | $7.8B | $2.2B | 145 | 10 |
| Mar 2025 | $10B | $7.8B | $2.2B | 145 | 10 |
| Jan 2025 | $7.1B | $5.7B | $1.4B | 109 | 10 |
| Oct 2024 | $7.1B | $5.7B | $1.4B | 109 | 10 |
| Sep 2024 | $7.1B | $5.7B | $1.4B | 109 | 10 |
| Jul 2024 | $7.1B | $5.7B | $1.4B | 109 | 10 |
| Jul 2024 | $7.1B | $5.7B | $1.4B | 109 | 10 |
| Mar 2024 | $7.1B | $5.7B | $1.4B | 109 | 10 |
| Mar 2024 | $7.1B | $5.7B | $1.4B | 109 | 10 |
| Feb 2024 | $7.1B | $5.7B | $1.4B | 109 | 10 |
| Sep 2023 | $5B | $4.2B | $820.7M | 87 | 10 |
| Jul 2023 | $5B | $4.2B | $820.7M | 87 | 10 |
| Jul 2023 | $5B | $4.2B | $820.7M | 87 | 10 |
| May 2023 | $5B | $4.2B | $820.7M | 87 | 10 |
| Mar 2023 | $5B | $4.2B | $820.7M | 87 | 10 |
| Mar 2023 | $5B | $4.2B | $820.7M | 87 | 10 |
| Nov 2022 | $4.8B | $4B | $858.7M | 76 | 20 |
| Oct 2022 | $4.8B | $4B | $858.7M | 76 | 20 |
| Sep 2022 | $4.8B | $4B | $858.7M | 76 | 20 |
| Jun 2022 | $4.8B | $4B | $858.7M | 76 | 20 |
| Apr 2022 | $4.8B | $4B | $858.7M | 76 | 20 |
| Apr 2022 | $4.8B | $4B | $858.7M | 76 | 20 |
| Mar 2022 | $4.8B | $4B | $858.7M | 76 | 20 |
| Feb 2022 | $4.8B | $4B | $858.7M | 76 | 20 |
| Feb 2022 | $4.8B | $4B | $858.7M | 76 | 20 |
| Jan 2022 | $4.8B | $4B | $858.7M | 76 | 20 |
| Nov 2021 | $3.7B | $2.7B | $976.3M | 53 | 0 |
| Sep 2021 | $3.7B | $2.7B | $976.3M | 53 | 0 |
| Aug 2021 | $3.7B | $2.7B | $976.3M | 53 | 0 |
| Jun 2021 | $3.7B | $2.7B | $976.3M | 53 | 0 |
| Mar 2021 | $3.7B | $2.7B | $976.3M | 53 | 0 |
| Feb 2021 | $3.7B | $2.7B | $976.3M | 53 | 0 |
| Feb 2021 | $3.7B | $2.7B | $976.3M | 53 | 0 |
| Jan 2021 | $3B | $2.4B | $613.9M | 43 | 5 |
| Nov 2020 | $3B | $2.4B | $613.9M | 43 | 5 |
| Oct 2020 | $2.6B | $2.3B | $317.5M | 43 | 5 |
| Sep 2020 | $2.6B | $2.3B | $317.5M | 43 | 5 |
| Jul 2020 | $2.6B | $2.3B | $317.5M | 43 | 5 |
| Jun 2020 | $2.6B | $2.3B | $317.5M | 43 | 5 |
| Mar 2020 | $2.6B | $2.3B | $317.5M | 43 | 5 |
| Mar 2020 | $2.6B | $2.3B | $317.5M | 43 | 5 |
| Jan 2020 | $1.9B | $1.7B | $220.4M | 34 | 0 |
| Nov 2019 | $1.9B | $1.7B | $220.4M | 34 | 0 |
| Sep 2019 | $1.9B | $1.7B | $220.4M | 34 | 0 |
| Sep 2019 | $1.9B | $1.7B | $220.4M | 34 | 0 |
| May 2019 | $1.9B | $1.7B | $220.4M | 34 | 0 |
| Apr 2019 | $1.9B | $1.7B | $220.4M | 34 | 0 |
| Mar 2019 | $1.9B | $1.7B | $220.4M | 34 | 0 |
| Mar 2019 | $1.9B | $1.7B | $220.4M | 34 | 0 |
| Jan 2019 | $1.9B | $1.8B | $36.4M | 30 | 0 |
| Sep 2018 | $1.9B | $1.8B | $36.4M | 30 | 0 |
| Sep 2018 | $1.9B | $1.8B | $36.4M | 30 | 0 |
| Aug 2018 | $1.9B | $1.8B | $36.4M | 30 | 0 |
| Jun 2018 | $1.9B | $1.8B | $36.4M | 30 | 0 |
| May 2018 | $1.7B | $1.7B | $0 | 30 | 0 |
| Jan 2018 | $1.7B | $1.7B | $0 | 30 | 0 |
| Jan 2018 | $1.7B | $1.7B | $0 | 30 | 0 |
| May 2017 | $1.5B | $1.5B | $1.3M | 26 | 800 |
| Apr 2017 | $1.5B | $1.5B | $1.3M | 26 | 800 |
| Mar 2017 | $1.5B | $1.5B | $1.3M | 26 | 800 |
| Jan 2017 | $1.3B | $1.3B | $2.9M | 25 | 700 |
| Jan 2017 | $1.3B | $1.3B | $2.9M | 25 | 700 |
| Sep 2016 | $1.3B | $1.3B | $2.9M | 25 | 700 |
| Aug 2016 | $1.3B | $1.3B | $2.9M | 25 | 700 |
| Mar 2016 | $1.2B | $1.2B | $2.7M | 25 | 700 |
| Feb 2016 | $1.2B | $1.2B | $2.6M | 22 | 600 |
| Oct 2015 | $1.2B | $1.2B | $2.6M | 22 | 600 |
| Oct 2015 | $1.2B | $1.2B | $2.6M | 22 | 600 |
| Aug 2015 | $1.1B | $1.1B | $2.5M | 22 | 600 |
| Aug 2015 | $1.1B | $1.1B | $2.5M | 22 | 600 |
| Mar 2015 | $1.1B | $1.1B | $2.5M | 20 | 600 |
| Aug 2014 | $992.9M | $990.4M | $2.5M | 20 | 500 |
| Jun 2014 | $903.1M | $900.9M | $2.2M | 20 | 500 |
| Apr 2014 | $903.1M | $900.9M | $2.2M | 20 | 500 |
| Mar 2014 | $903.1M | $900.9M | $2.2M | 20 | 500 |
| Sep 2013 | $780.9M | $778.8M | $2M | 20 | 500 |
| Jun 2013 | $720.5M | $718.7M | $1.8M | 20 | 500 |
| Mar 2013 | $720.5M | $718.7M | $1.8M | 20 | 500 |
| Oct 2012 | $531.1M | $529.6M | $1.4M | 11 | 400 |
| Oct 2012 | $531.1M | $529.6M | $1.4M | 11 | 400 |
| Mar 2012 | $531.1M | $529.6M | $1.4M | 11 | 400 |
| Mar 2011 | $474.3M | $467.3M | $7M | -- | -- |
| May 2010 | $411.8M | $405.4M | $6.4M | -- | -- |
| Mar 2009 | $382.2M | $373M | $9.2M | -- | -- |
| Mar 2008 | $448.5M | $429.5M | $19M | -- | -- |
| Mar 2007 | $423.1M | $402.4M | $20.7M | -- | -- |
| Feb 2007 | $423.1M | $402.4M | $20.7M | -- | -- |
| Mar 2006 | $295.7M | $279M | $16.6M | -- | -- |
| Jun 2005 | $217.8M | $204M | $13.8M | 10 | -- |
| Jun 2005 | $217.8M | $204M | $13.8M | 10 | -- |
| Apr 2004 | $138.2M | $0 | $138.2M | 10 | -- |
DateJul 2025
Total AUM$10B
Discretionary$7.8B
Non-Disc.$2.2B
Employees145
Clients10
DateJul 2025
Total AUM$10B
Discretionary$7.8B
Non-Disc.$2.2B
Employees145
Clients10
DateMay 2025
Total AUM$10B
Discretionary$7.8B
Non-Disc.$2.2B
Employees145
Clients10
DateApr 2025
Total AUM$10B
Discretionary$7.8B
Non-Disc.$2.2B
Employees145
Clients10
DateMar 2025
Total AUM$10B
Discretionary$7.8B
Non-Disc.$2.2B
Employees145
Clients10
DateMar 2025
Total AUM$10B
Discretionary$7.8B
Non-Disc.$2.2B
Employees145
Clients10
DateJan 2025
Total AUM$7.1B
Discretionary$5.7B
Non-Disc.$1.4B
Employees109
Clients10
DateOct 2024
Total AUM$7.1B
Discretionary$5.7B
Non-Disc.$1.4B
Employees109
Clients10
DateSep 2024
Total AUM$7.1B
Discretionary$5.7B
Non-Disc.$1.4B
Employees109
Clients10
DateJul 2024
Total AUM$7.1B
Discretionary$5.7B
Non-Disc.$1.4B
Employees109
Clients10
DateJul 2024
Total AUM$7.1B
Discretionary$5.7B
Non-Disc.$1.4B
Employees109
Clients10
DateMar 2024
Total AUM$7.1B
Discretionary$5.7B
Non-Disc.$1.4B
Employees109
Clients10
DateMar 2024
Total AUM$7.1B
Discretionary$5.7B
Non-Disc.$1.4B
Employees109
Clients10
DateFeb 2024
Total AUM$7.1B
Discretionary$5.7B
Non-Disc.$1.4B
Employees109
Clients10
DateSep 2023
Total AUM$5B
Discretionary$4.2B
Non-Disc.$820.7M
Employees87
Clients10
DateJul 2023
Total AUM$5B
Discretionary$4.2B
Non-Disc.$820.7M
Employees87
Clients10
DateJul 2023
Total AUM$5B
Discretionary$4.2B
Non-Disc.$820.7M
Employees87
Clients10
DateMay 2023
Total AUM$5B
Discretionary$4.2B
Non-Disc.$820.7M
Employees87
Clients10
DateMar 2023
Total AUM$5B
Discretionary$4.2B
Non-Disc.$820.7M
Employees87
Clients10
DateMar 2023
Total AUM$5B
Discretionary$4.2B
Non-Disc.$820.7M
Employees87
Clients10
DateNov 2022
Total AUM$4.8B
Discretionary$4B
Non-Disc.$858.7M
Employees76
Clients20
DateOct 2022
Total AUM$4.8B
Discretionary$4B
Non-Disc.$858.7M
Employees76
Clients20
DateSep 2022
Total AUM$4.8B
Discretionary$4B
Non-Disc.$858.7M
Employees76
Clients20
DateJun 2022
Total AUM$4.8B
Discretionary$4B
Non-Disc.$858.7M
Employees76
Clients20
DateApr 2022
Total AUM$4.8B
Discretionary$4B
Non-Disc.$858.7M
Employees76
Clients20
DateApr 2022
Total AUM$4.8B
Discretionary$4B
Non-Disc.$858.7M
Employees76
Clients20
DateMar 2022
Total AUM$4.8B
Discretionary$4B
Non-Disc.$858.7M
Employees76
Clients20
DateFeb 2022
Total AUM$4.8B
Discretionary$4B
Non-Disc.$858.7M
Employees76
Clients20
DateFeb 2022
Total AUM$4.8B
Discretionary$4B
Non-Disc.$858.7M
Employees76
Clients20
DateJan 2022
Total AUM$4.8B
Discretionary$4B
Non-Disc.$858.7M
Employees76
Clients20
DateNov 2021
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$976.3M
Employees53
Clients0
DateSep 2021
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$976.3M
Employees53
Clients0
DateAug 2021
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$976.3M
Employees53
Clients0
DateJun 2021
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$976.3M
Employees53
Clients0
DateMar 2021
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$976.3M
Employees53
Clients0
DateFeb 2021
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$976.3M
Employees53
Clients0
DateFeb 2021
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$976.3M
Employees53
Clients0
DateJan 2021
Total AUM$3B
Discretionary$2.4B
Non-Disc.$613.9M
Employees43
Clients5
DateNov 2020
Total AUM$3B
Discretionary$2.4B
Non-Disc.$613.9M
Employees43
Clients5
DateOct 2020
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$317.5M
Employees43
Clients5
DateSep 2020
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$317.5M
Employees43
Clients5
DateJul 2020
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$317.5M
Employees43
Clients5
DateJun 2020
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$317.5M
Employees43
Clients5
DateMar 2020
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$317.5M
Employees43
Clients5
DateMar 2020
Total AUM$2.6B
Discretionary$2.3B
Non-Disc.$317.5M
Employees43
Clients5
DateJan 2020
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$220.4M
Employees34
Clients0
DateNov 2019
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$220.4M
Employees34
Clients0
DateSep 2019
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$220.4M
Employees34
Clients0
DateSep 2019
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$220.4M
Employees34
Clients0
DateMay 2019
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$220.4M
Employees34
Clients0
DateApr 2019
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$220.4M
Employees34
Clients0
DateMar 2019
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$220.4M
Employees34
Clients0
DateMar 2019
Total AUM$1.9B
Discretionary$1.7B
Non-Disc.$220.4M
Employees34
Clients0
DateJan 2019
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$36.4M
Employees30
Clients0
DateSep 2018
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$36.4M
Employees30
Clients0
DateSep 2018
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$36.4M
Employees30
Clients0
DateAug 2018
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$36.4M
Employees30
Clients0
DateJun 2018
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$36.4M
Employees30
Clients0
DateMay 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees30
Clients0
DateJan 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees30
Clients0
DateJan 2018
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees30
Clients0
DateMay 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$1.3M
Employees26
Clients800
DateApr 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$1.3M
Employees26
Clients800
DateMar 2017
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$1.3M
Employees26
Clients800
DateJan 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.9M
Employees25
Clients700
DateJan 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.9M
Employees25
Clients700
DateSep 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.9M
Employees25
Clients700
DateAug 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.9M
Employees25
Clients700
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.7M
Employees25
Clients700
DateFeb 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.6M
Employees22
Clients600
DateOct 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.6M
Employees22
Clients600
DateOct 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.6M
Employees22
Clients600
DateAug 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.5M
Employees22
Clients600
DateAug 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.5M
Employees22
Clients600
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$2.5M
Employees20
Clients600
DateAug 2014
Total AUM$992.9M
Discretionary$990.4M
Non-Disc.$2.5M
Employees20
Clients500
DateJun 2014
Total AUM$903.1M
Discretionary$900.9M
Non-Disc.$2.2M
Employees20
Clients500
DateApr 2014
Total AUM$903.1M
Discretionary$900.9M
Non-Disc.$2.2M
Employees20
Clients500
DateMar 2014
Total AUM$903.1M
Discretionary$900.9M
Non-Disc.$2.2M
Employees20
Clients500
DateSep 2013
Total AUM$780.9M
Discretionary$778.8M
Non-Disc.$2M
Employees20
Clients500
DateJun 2013
Total AUM$720.5M
Discretionary$718.7M
Non-Disc.$1.8M
Employees20
Clients500
DateMar 2013
Total AUM$720.5M
Discretionary$718.7M
Non-Disc.$1.8M
Employees20
Clients500
DateOct 2012
Total AUM$531.1M
Discretionary$529.6M
Non-Disc.$1.4M
Employees11
Clients400
DateOct 2012
Total AUM$531.1M
Discretionary$529.6M
Non-Disc.$1.4M
Employees11
Clients400
DateMar 2012
Total AUM$531.1M
Discretionary$529.6M
Non-Disc.$1.4M
Employees11
Clients400
DateMar 2011
Total AUM$474.3M
Discretionary$467.3M
Non-Disc.$7M
Employees--
Clients--
DateMay 2010
Total AUM$411.8M
Discretionary$405.4M
Non-Disc.$6.4M
Employees--
Clients--
DateMar 2009
Total AUM$382.2M
Discretionary$373M
Non-Disc.$9.2M
Employees--
Clients--
DateMar 2008
Total AUM$448.5M
Discretionary$429.5M
Non-Disc.$19M
Employees--
Clients--
DateMar 2007
Total AUM$423.1M
Discretionary$402.4M
Non-Disc.$20.7M
Employees--
Clients--
DateFeb 2007
Total AUM$423.1M
Discretionary$402.4M
Non-Disc.$20.7M
Employees--
Clients--
DateMar 2006
Total AUM$295.7M
Discretionary$279M
Non-Disc.$16.6M
Employees--
Clients--
DateJun 2005
Total AUM$217.8M
Discretionary$204M
Non-Disc.$13.8M
Employees10
Clients--
DateJun 2005
Total AUM$217.8M
Discretionary$204M
Non-Disc.$13.8M
Employees10
Clients--
DateApr 2004
Total AUM$138.2M
Discretionary$0
Non-Disc.$138.2M
Employees10
Clients--