Mission Wealth is a premiere wealth and investment management firm that manages over $4.8 billion in assets. The firm is headquartered in Santa Barbara, CA and has eighteen other offices located in California, Oregon, Washington, Arizona, Texas, Indiana, New York, Illinois, Utah and Colorado. Mission Wealth's service offerings include financial planning, investment management, estate planning, risk management, charitable giving, tax planning, retirement planning and inspired living.
Because we are independent and do not sell proprietary products, we can provide impartial financial advice to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients’ desires will be carried out. We talk to clients’ accountants to make sure the investments and taxes are integrated. Finally, we review clients’ insurance coverage and help make sure there is adequate coverage at the best possible price.
Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.
Because we are independent and do not sell proprietary products, we can provide impartial financial advice to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients’ desires will be carried out. We talk to clients’ accountants to make sure the investments and taxes are integrated. Finally, we review clients’ insurance coverage and help make sure there is adequate coverage at the best possible price.
Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.
Location: United States, California, Santa Barbara
Employees: 51-200
Founded date: 2000
Mentions in press and media 8
| Date | Title | Description |
| 05.05.2025 | Mission Wealth: Strategic Investment Raised From Great Hill Partners | Mission Wealth (coinciding with its 25th anniversary) announced a minority investment from Great Hill Partners, a private equity firm that invests in high-growth companies. This partnership will advance Mission Wealth’s growth, enhance its ... |
| 03.05.2025 | The Rise of XR and Wealth Management: A New Era of Innovation | In the fast-paced world of technology and finance, two companies are making waves. ArborXR and Mission Wealth are not just adapting; they are thriving. Their recent moves signal a shift in how businesses leverage technology and investment t... |
| 02.05.2025 | Mission Wealth Receives Strategic Investment from Great Hill Partners | Mission Wealth, a Santa Barbara, CA-based wealth management firm, received an investment from Great Hill Partners. The amount of the deal was not disclosed. The company intends to use the funds to accelerate its organic growth, enhance its ... |
| 01.05.2025 | ArborXR Acquires InformXR | ArborXR, a Los Angeles, CA-based enterprise XR device management platform provider, acquired InformXR, an XR learning analytics platform provider. The amount of the deal was not disclosed. The transaction enables the launch of ArborXR’s XR ... |
| 04.02.2025 | Jumping Ahead: The Rise of AI in Financial Advisory Services | In the bustling world of finance, a new player is making waves. Jump, a Salt Lake City-based startup, has just secured $20 million in Series A funding. This isn’t just another funding round; it’s a signal that the financial advisory landsca... |
| 03.02.2025 | Jump: $20 Million (Series A) Raised For AI-Based Financial Advisor Platform | Jump, a leading provider of AI-based solutions for financial advisors and other financial services providers, announced today the completion of a $20 million Series A funding round led by Battery Ventures, with additional participation from... |
| 06.01.2022 | Mission Wealth Names Three New Partners to Firm in 2022 | SANTA BARBARA, Calif. (PRWEB) January 06, 2022 Mission Wealth is pleased to announce the addition of three new partners to the firm: Amanda Thomas, Claudia Arnold-Sawaf, and Rick D. Gonzalez. “We are excited to welcome three new partners to... |
| 23.12.2020 | Mission Wealth Names Four New Partners to Firm in 2021 | We are excited to welcome four new partners to the firm, bringing our grand total to fifteen and helping us ensure that we have expanded leadership to steward the firm for many years to come. SANTA BARBARA, Calif. (PRWEB) December 23, 2020 ... |