# MISSION STREET WEALTH PLANNING

MISSION STREET WEALTH PLANNING of PASADENA, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 115310
- Type: SEC-registered investment adviser
- Location: 251 S. LAKE AVE., PASADENA, CA, 91101
- Phone: (626) 799-9800
- Latest filing: 2026-02-18
- Regulatory AUM: $42.1M
- Non-discretionary AUM: $42.1M
- Clients: 3
- Accounts: 55

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/115310/brochure
- Similar advisers: https://search.stillhousedata.com/firm/115310/similar
- Related entities: https://search.stillhousedata.com/firm/115310/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/115310

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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.