# MISSION WEALTH MANAGEMENT, LP

MISSION WEALTH MANAGEMENT, LP of SANTA BARBARA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 113057
- Type: SEC-registered investment adviser
- SEC file number: 801-61230
- Location: 1111 CHAPALA STREET, 3RD FLOOR, SANTA BARBARA, CA, 93101
- Phone: 805-882-2360
- Latest filing: 2026-07-01
- Regulatory AUM: $17.0B
- Discretionary AUM: $11.9B
- Non-discretionary AUM: $5.1B
- Clients: 220
- Accounts: 18,908

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| Brad Warren Stark | CCO / FOUNDER / CHIEF STRATEGY OFFICER; CO-FOUNDER / CCO / CFO; MANAGING MEMBER (+1 more) | — |
| Andrew Lawrence Penso | PARTNER / CHIEF BUSINESS DEVELOPMENT OFFICER | — |
| Seth Mathew Streeter | CHIEF IMPACT OFFICER/ PARTNER; MANAGING MEMBER; TRUSTEE | — |
| Geoffrey Sutherland Gaggs | CLIENT ADVISOR / PARTNER | — |
| Matthew William Adams | MANAGING PARTNER / CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| Dannell Rice Stuart | PARTNER / CHIEF CLIENT OFFICER; PRESIDENT; PRESIDENT / PARTNER | — |
| Patricia Ann Fahnoe | CLIENT ADVISOR / PARTNER; TRUSTEE | — |
| Kieran David Osborne | CHIEF INVESTMENT OFFICER / PARTNER | — |
| Steve Salvatore Caltagirone | CLIENT ADVISOR / PARTNER | — |
| Brian Gerald Sottak | PARTNER / CLIENT ADVISOR; PARTNER / SENIOR MANAGING DIRECTOR | — |
| Tamara Lynne Stark | TRUSTEE | — |
| Jenny Lynn Adams | TRUSTEE | — |
| STARK BRAD WARREN | CCO / COO / PARTNER; CCO / FOUNDER / CHIEF STRATEGY OFFICER; CCO / PARTNER / FOUNDER (+7 more) | — |
| STREETER SETH MATHEW | CEO / PARTNER; CHIEF IMPACT OFFICER/ PARTNER; MANAGING MEMBER (+4 more) | — |
| ADAMS ROBERT WILLIAM | CIO / PARTNER; DIRECTOR OF INVESTMENTS; MANAGING PARTNER / CHIEF EXECUTIVE OFFICER (+6 more) | — |
| ADAMS VICTORIA LYNN | TRUSTEE | — |
| GAGGS GEOFFREY SUTHERLAND | CLIENT ADVISOR / PARTNER; DIRECTOR OF CLIENT RELATIONS; PRINCIPAL/DIRECTOR OF CLIENT RELATIONS (+2 more) | — |
| PENSO ANDREW LAWRENCE | CLIENT ADVISOR / PARTNER; PARTNER / CHIEF BUSINESS DEVELOPMENT OFFICER; PRINCIPAL OWNER | — |
| STUART DANNELL RICE | DIRECTOR OF BUSINESS DEVELOPMENT / PARTNER; DIRECTOR OF CLIENT ADVISORS / PARTNER; PARTNER / CHIEF CLIENT OFFICER (+2 more) | — |
| ROBUCK TYLER AUSTIN | CLIENT ADVISOR / PARTNER | — |
| FAHNOE PATRICIA ANN | CLIENT ADVISOR / PARTNER; TRUSTEE | — |
| OSBORNE KIERAN DAVID | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER / PARTNER; PARTNER | — |
| CALTAGIRONE STEVE SALVATORE | CLIENT ADVISOR / PARTNER | — |
| SOTTAK BRIAN GERALD | PARTNER; PARTNER / CLIENT ADVISOR | — |
| Stark Tamara | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113057/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113057/similar
- Related entities: https://search.stillhousedata.com/firm/113057/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113057

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.