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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-07-2002
- Office Locations
- 59
Office Locations
About Mission Wealth Management, LP
Mission Wealth Management is a Santa Barbara, CA wealth management firm offering investment management alongside tax management, estate and trust management, charitable planning, and risk management. It works with retirees, business owners, and women, and supports needs like concentrated stock and family office planning. Portfolios primarily use public funds and ETFs, with access to alternative strategies; custody is commonly through Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW WILLIAM ADAMS
Chief Executive Officer, Financial Advisor, General Partner, Managing Partner
- CRD
- #4570280
- Ownership
- Less than 5%
KIERAN DAVID OSBORNE
Chief Investment Officer, PARTNER, Vice President
- CRD
- #5667529
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Peter Mark Ahrens
Wealth Advisor
- CRD
- #7498118
Timothy Blane Akers
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- CRD
- #7499762
Showing 2 of 134 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,898,494,791 | $806,733 |
| Non-Discretionary | $5,103,050,634 | $962,253 |
| Total | $17,001,545,425 | $839,446 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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