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 More100% 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.
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.
Life at Mission Wealth
Mission Wealth 2021 Partners
Mission Wealth Affinity Group, Women on a Mission
Mission Wealth Team
Mission Wealth Team
Mission Wealth Team
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