Mission Wealth

BrandSanta Barbara, CaliforniaWebsite

Company Overview

Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living.Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people through major life events, and our visionary, service-oriented culture empowers our clients to lead more fulfilled lives.__________________________________________Mission Wealth is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Wealth unless a client service agreement is in place.

Founded

2000

Headquarters

Santa Barbara, California

Employees

51-200

39.6% growth last 12mo

Marketing Team

4% of company