What departments does Mission Wealth have?

Mission Wealth has employees across 6 departments including Entrepreneurship, Marketing, Finance, Accounting, Consultant.

What is the largest department at Mission Wealth?

The largest department at Mission Wealth is Consultant with 5 employees.

Where are Mission Wealth employees located globally?

Mission Wealth has employees across 1 continents and 1 countries including United States Of America.

How has Mission Wealth's team size changed over time?

Mission Wealth's team has grown from approximately 165 to 182 employees based on available data.

Mission Wealth Employee Directory

Financial ServicesCalifornia, United States201-500 Employees

Mission Wealth is a financial services firm focused on comprehensive wealth and investment management for high-net-worth families. Headquartered in Santa Barbara, California, with additional offices across the United States, the firm provides a broad suite of services, including financial planning, investment management, estate and tax planning, asset protection, charitable giving, retirement planning, and Inspired Living. The company has operated since 2000, emphasizing holistic wealth management and support through major life events.

As a registered investment adviser, advisory services are offered to clients or prospective clients who are properly licensed. It positions itself within the U.S. wealth-management landscape as a service-oriented provider serving clients nationwide. In February 2026, Mission Wealth LP announced an integration with RightPath, marking a concrete step in its expansion.

Mission Wealth Global Highlights

North America
231

United States Of America
231

Mission Wealth's Leadership

M. A.
Ceo & Managing Partner
Mobile Phone
Email
C. O.
Chief Investment Officer
Mobile Phone
Email
H. G.
Partner And Marketing Director
Mobile Phone
Email
M. G.
Partner And Senior Wealth Advisor
Mobile Phone
Email
C. L.
Managing Director
Mobile Phone
Email
S. L.
Director Of Communications And Partnerships
Mobile Phone
Email
V. W.
Tax Manager
Mobile Phone
Email
E. C.
Senior Wealth Advisor
Mobile Phone
Email

Mission Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Human Resources
Legal
Support
Other

Contact profiles from Mission Wealth

Name

Title

Contact Info

Location

Last Update

M. A.
Ceo & Managing Partner
Mobile Phone
Email
Bay
Apr 27, 2026
H. G.
Partner And Marketing Director
Mobile Phone
Email
Bay
Jul 27, 2026
M. G.
Partner And Senior Wealth Advisor
Mobile Phone
Email
Dec 11, 2025
C. O.
Chief Investment Officer
Mobile Phone
Email
Oct 22, 2024
C. L.
Managing Director
Mobile Phone
Email
Oct 22, 2024
S. L.
Director Of Communications And Partnerships
Mobile Phone
Email
Oct 21, 2024
V. W.
Tax Manager
Mobile Phone
Email
Bay
Jun 10, 2026
E. C.
Senior Wealth Advisor
Mobile Phone
Email
Oct 23, 2024
K. O.
Senior Client Advisor Associate
Mobile Phone
Email
Oct 16, 2024
P. H.
Wealth Advisor
Mobile Phone
Email
Feb 18, 2026

Frequently Asked Questions

What is Mission Wealth known for?

Mission Wealth was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-805-882-****

. Explore Mission Wealth's company overview page for more information.

What is Mission Wealth's most common email format?

Mission Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mission Wealth email formats with LeadIQ.

How many employees does Mission Wealth have currently?

Mission Wealth has approximately 213 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Mission Wealth's key employees and leadership?

As of July 2026, Mission Wealth's key employees include:

Ceo & Managing Partner: M. A.
Chief Investment Officer: C. O.
Partner And Marketing Director: H. G.
Partner And Senior Wealth Advisor: M. G.
Managing Director: C. L.

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Mission Wealth Employee Directory

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