Mission Wealth Management, Lp
SEC-registered
Insurance-Affiliated · Large ($10B–$100B)
CRD 113057
· SEC file 801-61230
· Santa Barbara, CA
· www.linkedin.com
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ADV data as of Jul 01, 2026
- Regulatory AUM
- $17.0B
- Discretionary
- $11.9B
- Clients
- 5,341
- Avg AUM / client
- $3.2M
- Accounts
- 18,908
- Employees
- 220
AUM over time
$531M
$17.0B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Asset allocation (SMA assets by investment type)
as of Jul 01, 2026
Registered investment companies (funds/ETFs)
$12.6B
74%
Exchange-traded equities
$2.7B
16%
Pooled investment vehicles
$850M
5%
Cash & equivalents
$510M
3%
Non-exchange-traded equities
$170M
1%
State & local bonds
$170M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,666 | $748M | 4.4% |
| High net worth individuals | 3,633 | $16.0B | 94.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $337K | 0.0% |
| Charitable organizations | 28 | $212M | 1.25% |
| State or municipal government entities | 2 | $10.0M | 0.06% |
| Corporations and other businesses | 12 | $35.2M | 0.21% |
| Other | Fewer than 5 clients | $159K | 0.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Advocate Aurora Health 401(k) Plan Advocate Aurora Health, Inc | 2024 | |
| Netjets Inc. 401(k) Plan Netjets Inc. | 2024 | |
| Barrington Orthopedic Specialists, Ltd. 401(k) Profit Sharing Plan Barrington Orthopedic Specialists, Ltd. | 2024 | |
| Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan Sansum Santa Barbara Medical Clinic, Inc. | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (137)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brad Warren Stark | Cco / Founder / Chief Strategy Officer | CFP | Feb 2000 (27y) | ≈ 5% – 18.75% via The Stark Revocable Trust Of 2000 |
| Stark, Tamara, Lynne | Trustee | Feb 2000 (27y) | ≈ 5% – 18.75% via The Stark Revocable Trust Of 2000 | |
| Streeter, Seth, Mathew | Chief Impact Officer/ Partner | Feb 2000 (27y) | ≈ 7.5% – 25% via The Streeter Revocable Trust Of 2008 | |
| Geoffrey Sutherland Gaggs | Client Advisor / Partner | CFP | Nov 2003 (23y) | Less than 5% |
| Matthew William Adams | Managing Partner / Chief Executive Officer | Mar 2004 (22y) | ≈ 2.5% – 7.5% via The Adams Living Trust | |
| Adams, Jenny, Lynn | Trustee | Jan 2008 (19y) | ≈ 2.5% – 7.5% via The Adams Living Trust | |
| Dannell Rice Stuart | Partner / Chief Client Officer | CFP | Jul 2010 (16y) | Less than 5% |
| Patricia Ann Fahnoe | Client Advisor / Partner | CFP | Sep 2011 (15y) | ≈ 3.75% – 10% via The Jay Family Trust |
| Kieran David Osborne | Chief Investment Officer / Partner | CFA | Feb 2013 (13y) | Less than 5% |
| Andrew Lawrence Penso | Partner / Chief Business Development Officer | CFP | Jul 2014 (12y) | Less than 5% |
| Steve Salvatore Caltagirone | Client Advisor / Partner | CFP | Jan 2017 (10y) | Less than 5% |
| Brian Gerald Sottak | Partner / Client Advisor | CFP CFA | Oct 2018 (8y) | Less than 5% |
| Gregory John Smith | Registered representative | CFP Chartered Financial Consultant | Nov 2003 (23y) | |
| Jenna Lauryn Rogers | Registered representative | CFP | Aug 2010 (16y) | |
| Rory Martin Macdonald | Registered representative | CFP | Jun 2013 (13y) | |
| Ricardo David Gonzalez | Registered representative | CFP | May 2014 (12y) | |
| Julianna Rote | Registered representative | CFP | Dec 2014 (12y) | |
| Jeffrey Dean Avila | Registered representative | CFP | Apr 2018 (8y) | |
| Emil Nazaretyan | Registered representative | Oct 2018 (8y) | ||
| Shane Anthony Holt | Registered representative | CFP | Oct 2018 (8y) | |
| Kristen Elyssa Taylor | Registered representative | CFP | Feb 2019 (7y) | |
| Weston Paul Patton | Registered representative | CFP | Aug 2019 (7y) | |
| Claudia Arnold | Registered representative | Oct 2019 (7y) | ||
| Bryant Gene Merryman | Registered representative | CFP | Oct 2019 (7y) | |
| Peter Woodring | Registered representative | Jan 2020 (7y) | ||
| Ryan Edmund Niedbalski | Registered representative | CFP | Jan 2020 (7y) | |
| Joey Sam Khoury | Registered representative | CFP | May 2020 (6y) | |
| Eric Matthew Smith | Registered representative | CFP | Aug 2020 (6y) | |
| Mitchell Ryan Grushen | Registered representative | CFP | Aug 2020 (6y) | |
| Skyler Kane Kraemer | Registered representative | CFP | Feb 2021 (5y) | |
| Jose Monreal | Registered representative | CFP | Jun 2021 (5y) | |
| Jessica Briann Mora | Registered representative | CFP | Jun 2021 (5y) | |
| Mark W Herman | Registered representative | CFP | Sep 2021 (5y) | |
| Stephanie Bruno | Registered representative | CFP | Oct 2021 (5y) | |
| Kristina Gwendolyn Kearney | Registered representative | CFP | Nov 2021 (5y) | |
| Gregory John Prince | Registered representative | CFP | Dec 2021 (5y) | |
| Lisa Marie Murphy | Registered representative | CFP | Jan 2022 (5y) | |
| Andrew Paul Kulha | Registered representative | CFP | Jan 2022 (5y) | |
| Walter Alexander Rizo | Registered representative | Feb 2022 (4y) | ||
| Jeremy Todd Ragar | Registered representative | CFP CFA | Mar 2022 (4y) | |
| Sara Pierce Clark | Registered representative | May 2022 (4y) | ||
| Ethan Roderick Cooper | Registered representative | CFP | May 2022 (4y) | |
| Shinaola Oluseyi Atoro | Registered representative | CFP | Jun 2022 (4y) | |
| Shane Jon Meares | Registered representative | CFP | Aug 2022 (4y) | |
| Brandon Lee Baiamonte | Registered representative | CFP CFA | Aug 2022 (4y) | |
| Cole David Haddock | Registered representative | CFP | Sep 2022 (4y) | |
| Jesse James Pantano | Registered representative | CFP CFA | Sep 2022 (4y) | |
| Phyllis Gilker Lancaster | Registered representative | CFP | Oct 2022 (4y) | |
| Cole Steven Clifford | Registered representative | Jan 2023 (4y) | ||
| Jared Andrew Sweeney | Registered representative | CFP | Jan 2023 (4y) | |
| Alison Rose Miller | Registered representative | CFP | Mar 2023 (3y) | |
| Mary Voll Miller | Registered representative | CFP | Mar 2023 (3y) | |
| Griffin Kent | Registered representative | Mar 2023 (3y) | ||
| Keaton William Krutenat | Registered representative | CFP | Apr 2023 (3y) | |
| Oliver Schulten | Registered representative | May 2023 (3y) | ||
| Ryan Thomas Miller | Registered representative | CFP | May 2023 (3y) | |
| Peter Mark Ahrens | Registered representative | CFP | Jul 2023 (3y) | |
| Braydan C. Meyers | Registered representative | Jul 2023 (3y) | ||
| Gary A. Brooks | Registered representative | CFP | Aug 2023 (3y) | |
| Michael J Dittamo | Registered representative | Sep 2023 (3y) | ||
| Marites M. Blair | Registered representative | Nov 2023 (3y) | ||
| Ishanjit Singh Gondara | Registered representative | Dec 2023 (3y) | ||
| Nathaniel Jordan Dodd | Registered representative | CFP | Dec 2023 (3y) | |
| William John Foley | Registered representative | CFP | Dec 2023 (3y) | |
| Mathias Pryce Silberstein | Registered representative | Feb 2024 (3y) | ||
| Byron Ely Valles | Registered representative | CFP | Feb 2024 (2y) | |
| Carroll William Hayes | Registered representative | CFP | Mar 2024 (2y) | |
| George Andrew Conway | Registered representative | Mar 2024 (2y) | ||
| Daniel Yshai Friedman | Registered representative | Apr 2024 (2y) | ||
| Evan Elig | Registered representative | Apr 2024 (2y) | ||
| Jonathan Laurence De Moss | Registered representative | CFP CFA | May 2024 (2y) | |
| Mia Danielle Cattaneo | Registered representative | CFP | May 2024 (2y) | |
| Austin David Roberts | Registered representative | Jul 2024 (2y) | ||
| Daniele Beasley | Registered representative | CFP | Aug 2024 (2y) | |
| Jose Alejandro Latorre | Registered representative | Sep 2024 (2y) | ||
| Daniel Collins Montgomery | Registered representative | Sep 2024 (2y) | ||
| Cray Jenings Coppins | Registered representative | CFP | Oct 2024 (2y) | |
| Eric Grady Ayvazian | Registered representative | Oct 2024 (2y) | ||
| Joyce Lea Franklin | Registered representative | CFP | Oct 2024 (2y) | |
| Tarren Nathaniel Schaar | Registered representative | CFP | Oct 2024 (2y) | |
| Julian Scoglio | Registered representative | Nov 2024 (2y) | ||
| Martin Daniel Mercado | Registered representative | Nov 2024 (2y) | ||
| Kami Lynn Molin | Registered representative | Nov 2024 (2y) | ||
| Cameron David Enriquez | Registered representative | CFP | Dec 2024 (2y) | |
| Kyle Patrick Humphreys | Registered representative | Jan 2025 (2y) | ||
| Alejandro Segovia | Registered representative | Jan 2025 (2y) | ||
| Donald Wayne Roberts | Registered representative | CFP | Jan 2025 (2y) | |
| Paige Pickar Guinn | Registered representative | CFP | Jan 2025 (2y) | |
| Thomas Howard Whitby | Registered representative | CFP | Jan 2025 (2y) | |
| Scott William Ranby | Registered representative | CFP | Feb 2025 (1y) | |
| Jacob Mortensen | Registered representative | CFP | Mar 2025 (1y) | |
| Polly Jo Hamm | Registered representative | CFP | Apr 2025 (1y) | |
| Sara Qilin Wilkerson | Registered representative | Apr 2025 (1y) | ||
| Jeremy Daniel Cumbee | Registered representative | CFP | Apr 2025 (1y) | |
| Joshua Vaughan | Registered representative | CFP | May 2025 (1y) | |
| Robert Henry Himmelman | Registered representative | CFP | May 2025 (1y) | |
| Emilija Ilic | Registered representative | May 2025 (1y) | ||
| Timothy Balfour Brown | Registered representative | CFP CFA | Jun 2025 (1y) | |
| Jorie Lyn Pitt | Registered representative | CFP | Aug 2025 (1y) | |
| Samuel David Stone | Registered representative | Sep 2025 (1y) | ||
| Creede Everett Murphy | Registered representative | CFP | Sep 2025 (1y) | |
| Matthew Harris | Registered representative | CFP | Sep 2025 (1y) | |
| Edwin Kinsley Retter | Registered representative | CFP | Sep 2025 (1y) | |
| Michael Alan Widling | Registered representative | Sep 2025 (1y) | ||
| Matthew James Pyle | Registered representative | Oct 2025 (1y) | ||
| Robert James Pyle | Registered representative | CFP CFA | Oct 2025 (1y) | |
| Victoria Wessler | Registered representative | Oct 2025 (1y) | ||
| Joseph Giovanni Tremonti | Registered representative | Oct 2025 (1y) | ||
| Sean Pitstick | Registered representative | Nov 2025 (1y) | ||
| Eleanor Young Cooke | Registered representative | Dec 2025 (1y) | ||
| Jeffrey Allen Fisher | Registered representative | Dec 2025 (1y) | ||
| Leopold Lueddemann | Registered representative | Dec 2025 (1y) | ||
| James Alexander Smith | Registered representative | CFP | Dec 2025 (1y) | |
| William John Werner | Registered representative | CFP | Jan 2026 (1y) | |
| Taylor Marie Monson | Registered representative | Jan 2026 (1y) | ||
| Vernon James Kaleo Okalani Fernandez | Registered representative | Jan 2026 (1y) | ||
| Adam Colby Broughton | Registered representative | CFP | Jan 2026 (1y) | |
| Adam James Silva | Registered representative | CFP | Jan 2026 (1y) | |
| Megan Nuttelman | Registered representative | CFP | Feb 2026 (0y) | |
| Steven Ronald Smith | Registered representative | CFP | Feb 2026 (0y) | |
| Carlos Daniel Ruiz | Registered representative | CFP | Mar 2026 (0y) | |
| Travis Dragan | Registered representative | CFA | Mar 2026 (0y) | |
| Kyle Buffo | Registered representative | CFP | Mar 2026 (0y) | |
| Allison Modrak | Registered representative | CFP | Mar 2026 (0y) | |
| Amanda Jane Avila | Registered representative | Mar 2026 (0y) | ||
| Timothy Blane Akers | Registered representative | CFP | Mar 2026 (0y) | |
| Austin Grant Sweet | Registered representative | CFP | Apr 2026 (0y) | |
| Sarah Jane Hamilton | Registered representative | CFP | Apr 2026 (0y) | |
| Macy Birch Teer | Registered representative | May 2026 (0y) | ||
| Stephan R Goyette | Registered representative | CFP | May 2026 (0y) | |
| Benjamin Dale Johnson | Registered representative | CFP | May 2026 (0y) | |
| David Miles Szabla | Registered representative | CFP | May 2026 (0y) | |
| Jimmy Shanggee Wu | Registered representative | May 2026 (0y) | ||
| Leah Fang Naish | Registered representative | Jun 2026 (0y) | ||
| Andrew Graham Strong | Registered representative | Jun 2026 (0y) | ||
| Ryan Kristiaan Hublitz | Registered representative | Jun 2026 (0y) | ||
| Cole Christopher Bechtel | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Streeter Revocable Trust Of 2008 | Limited Partner | Feb 2000 | A | 10% – 25% |
| The Stark Revocable Trust Of 2000 | Limited Partner | Feb 2000 | A | 10% – 25% |
| The Adams Living Trust | Limited Partner | Jan 2008 | A | 5% – 10% |
| The Jay Family Trust | Limited Partner | Jan 2016 | A | 5% – 10% |
| Mission Wealth Management, Llc | General Partner | Jan 2018 | A | Less than 5% |
Undisclosed: 0% – 70% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brad Warren Stark: 50% – 75% of The Stark Revocable Trust Of 2000 × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Stark, Tamara, Lynne: 50% – 75% of The Stark Revocable Trust Of 2000 × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Streeter, Seth, Mathew: 75% – 100% of The Streeter Revocable Trust Of 2008 × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Matthew William Adams: 50% – 75% of The Adams Living Trust × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Adams, Jenny, Lynn: 50% – 75% of The Adams Living Trust × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Patricia Ann Fahnoe: 75% – 100% of The Jay Family Trust × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Advocate Aurora Health 401(k) Plan | Advocate Aurora Health, Inc | 83,445 | $10.5B | 01/01/2024 |
| Netjets Inc. 401(k) Plan | Netjets Inc. | 3,191 | $836M | 01/01/2024 |
| Barrington Orthopedic Specialists, Ltd. 401(k) Profit Sharing Plan | Barrington Orthopedic Specialists, Ltd. | 184 | $46.2M | 01/01/2024 |
| Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan | Sansum Santa Barbara Medical Clinic, Inc. | 241 | $236M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $10.3B (61% of AUM) Jul 2026
- Charles Schwab & Co. $6.5B (38% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗