Mission Wealth Employee Directory

Q: What is Mission Wealth known for?

Mission Wealth was founded in 2000. Mission Wealth operates in the Financial Services industry.

Q: How many employees does Mission Wealth have currently?

Mission Wealth has approximately 184 employees.

Financial ServicesCalifornia, United States51-200 Employees

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 during major life events, and our visionary, service-oriented culture is focused on empowering our clients to lead more fulfilled lives.

Find Mission Wealth employees' phone numbers or email addresses

Mission Wealth Global Highlights

North America
203

United States Of America
203

Mission Wealth's Leadership

M. A.
Ceo & Managing Partner
Mobile Phone
Email
J. N.
Chief People Officer
Mobile Phone
Email
C. O.
Chief Investment Officer
Mobile Phone
Email
S. S.
Founder & Chief Impact Officer
Mobile Phone
Email
J. W.
Partner, Strategic Advisor
Mobile Phone
Email
P. L.
Partner | Senior Wealth Advisor
Mobile Phone
Email
M. G.
Partner And Senior Wealth Advisor
Mobile Phone
Email
A. K.
Partner | Director Of Estate Strategy
Mobile Phone
Email

Contact profiles from Mission Wealth

Name

Title

Contact Info

Location

Last Update

J. C.
Tax Manager
Mobile Phone
Email
United StatesNew York
Sep 12, 2025
R. R.
Operations Manager
Mobile Phone
Email
United StatesArizona
Dec 15, 2025
B. M.
Senior Wealth Advisor Associate
Mobile Phone
Email
United StatesNorth Carolina
Oct 24, 2025
B. E. V.
Senior Wealth Advisor
Mobile Phone
Email
Bay
Dec 05, 2025
C. R.
Senior Impact Specialist
Mobile Phone
Email
United StatesTexas
Dec 12, 2024
D. R.
Senior Wealth Advisor
Mobile Phone
Email
United StatesTexas
Dec 11, 2025
J. R.
Senior Wealth Advisor
Mobile Phone
Email
United States
Oct 25, 2025
J. V.
Senior Wealth Advisor
Mobile Phone
Email
United StatesGeorgia
Nov 18, 2025
M. B.
Senior Wealth Advisor
Mobile Phone
Email
United StatesGeorgia
Oct 26, 2025
M. H.
Senior Wealth Advisor
Mobile Phone
Email
United StatesTexas
Oct 26, 2025

Frequently Asked Questions

What is Mission Wealth known for?

Mission Wealth was founded in 2000 operates in the Financial Services industry. The company's main headquarters is located in 1111 Chapala Street, 3rd Floor; 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 184 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Mission Wealth's key employees and leadership?

As of December 2025, Mission Wealth's key employees include:

Ceo & Managing Partner: M. A.
Chief People Officer: J. N.
Chief Investment Officer: C. O.
Founder & Chief Impact Officer: S. S.
Partner, Strategic Advisor: J. W.

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