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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 9, 2025 and April 6, 2026, reported AUM increased 38.8%, from $10.0B to $13.9B.
Across 5 reported observations, AUM increased 188.9% between November 14, 2022 and April 6, 2026, from $4.8B to $13.9B.
Of the latest reported AUM, 75.9% is discretionary and 24.1% is non-discretionary.
The firm reports 135 advisory representatives and 5,351 clients, or 39.6 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 59 reported office locations and 24 years in operation. The source data was last updated on July 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Mission Wealth Management, LP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
--
- 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
SMA allocation detail is available
Mission Wealth Management, LP has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mission Wealth Management, LP's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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