Managing Member · Mission Wealth Management, LP
Seth M. Streeter
CRD 2281532 · 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 Seth M. Streeter on its Form ADV as Managing Member, a control person.
Firms and roles
- Mission Wealth Management, LPManaging MemberWealth manager · Santa Barbara, CA · $17B in regulatory assets
AtlasMembers
Seth’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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 (6)
- 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
- Kieran D. OsborneChief Investment Officer / Partner, Mission Wealth Management, LP
- Brian G. SottakPartner / Senior Managing Director, Mission Wealth Management, LP
1 more person named with Seth on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Seth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.