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Mission Wealth

Mission Wealth

Updated July 2021.

100%

Employees say this is a great place to work

Company Overview

About The Company

Mission Wealth is a nationally recognized RIA founded in 2000 that oversees over $4.8 billion in client assets under management with 22 offices nationwide. For over 20 years Mission Wealth has offered holistic wealth management services to high net worth families. We are on a mission to inspire people, to optimize their finances, and to achieve their life goals.

COMPANY SIZE

66 U.S.-based Employees
(Small)

Industry

Financial Services & Insurance

HQ Location

Santa Barbara, CA, US

Employee Demographics

Tenure

Company Culture at Mission Wealth

The employee experience below at Mission Wealth, compared to a typical company.

Learn More

100% of employees at Mission Wealth say it is a great place to work compared to 57% of employees at a typical U.S.-based company.

  • Mission Wealth
    • 100%
  • Typical Company
    • 57%

Source: Great Place To Work® 2021 Global Employee Engagement Study.

100%
Management keeps me informed about important issues and changes.
100%
Management is competent at running the business.
100%
Management hires people who fit in well here.
100%
Management does a good job of assigning and coordinating people.
100%
People here are given a lot of responsibility.

Why Work at Mission Wealth?

See what employees say about what makes Mission Wealth a great workplace. These words are drawn from employee comments on the Trust Index™ survey.

Best Workplaces Lists

Great Place To Work® is proud to recognize Mission Wealth

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