MISSION STREET WEALTH PLANNING

MISSION STREET WEALTH PLANNING of PASADENA, CA is an SEC-registered investment adviser (CRD 115310). Regulatory assets under management: $42.1M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 115310
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115310 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search