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Chief Investment Officer / Partner · Mission Wealth Management, LP

Kieran D. Osborne

CRD 5667529 · Named on Form ADV at one SEC-registered adviser

At a glance

Mission Wealth Management, LP, an SEC-registered wealth manager based in Santa Barbara, CA with $17.0 billion in regulatory assets, lists Kieran D. Osborne on its Form ADV as Chief Investment Officer / Partner, a control person.

Firms and roles

AtlasMembers

Kieran’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Brad W. StarkCo-Founder / CCO / CFO, Mission Wealth Management, LP
  • Matthew W. AdamsManaging Partner / Chief Executive Officer, Mission Wealth Management, LP
  • Dannell R. StuartPresident / Partner, Mission Wealth Management, LP
  • Brian G. SottakPartner / Senior Managing Director, Mission Wealth Management, LP
  • David S. LeeChief Operating Officer, Mission Wealth Management, LP

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kieran’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.