Mission Wealth

Established in 2000, Mission Wealth operates as a registered investment adviser (RIA) providing comprehensive wealth management services to high-net-worth individuals and families across the United States. The firm was founded by Seth Streeter and Brad Stark, who previously worked together at a large multinational financial services firm. Their motivation for starting their own company stemmed from a desire to offer objective, conflict-free advice that they felt was not prioritized by their former employer, establishing a firm with a fiduciary duty to act in their clients' best interests from its inception.

Headquartered in Santa Barbara, California, Mission Wealth has expanded its presence to numerous offices nationwide. The firm caters to a diverse clientele including retirees, business owners, tech executives, family offices, and nonprofit foundations. Its business model is centered on providing integrated, fee-based financial advice, acting as a personal CFO for its clients. The company's revenue is generated from managing over $10.7 billion in assets. In May 2025, to mark its 25th anniversary, Mission Wealth secured a minority investment from Great Hill Partners, a private equity firm, to fuel further growth and enhance client services, while remaining majority-owned by its employees.

Mission Wealth offers a tiered suite of services tailored to different levels of assets under management, including the "Emerging Wealth Solution" (starting at $1 million), "Integrated Wealth Solution" ($2M - $3.5M), "Private Client Solution" ($3.5M - $10M), and the "Family Office Solution" (for clients with over $10 million). Core services encompass financial and retirement planning, investment management, estate planning, asset protection, tax management, and charitable giving strategies. The firm distinguishes itself with an in-house Wealth Strategy Team, which includes specialists in various financial disciplines to provide a coordinated and holistic approach to wealth management. A unique offering is the "Inspired Living" program, developed by founder Seth Streeter, which aims to align a client's financial plans with their broader life goals and values.

Keywords: wealth management, investment management, financial planning, high-net-worth, registered investment adviser, RIA, asset management, retirement planning, estate planning, tax planning, family office services, philanthropic giving, fiduciary duty, asset protection, holistic financial advice, succession planning, Brad Stark, Seth Streeter, Great Hill Partners, financial advisory