Mission Wealth
Updated July 2022.
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
83 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%
I can ask management any reasonable question and get a straight answer.
100%
Management is approachable, easy to talk with.
100%
Management is competent at running the business.
100%
Management has a clear view of where the organization is going and how to get there.
100%
Our executives fully embody the best characteristics of our company.
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 2022 Employee Retreat in Scottsdale, Arizona
2022 Women on a Mission
2022 Mission Wealth Partners
On a Mission to Give Back: St. Mary's Food Bank
On a Mission to Give Back: Keep Austin Beautiful
Best Workplaces Lists
Great Place to Work® is proud to recognize Mission Wealth
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