Austin, TX Congress Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Mission Wealth Management, LP
Multi-team
Firm-wide stats for Mission Wealth Management, LP
About
Mission Wealth Management is an SEC‑registered, multi‑team advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high‑net‑worth individuals and families, while also serving entities such as pension plans, endowments, and retirement plan sponsors. Services are offered through tiered models (MissionForward, Integrated Wealth Solution, Private Client, and Family Office) and include financial planning, investment implementation, and consulting engagements.
The firm generally manages client accounts on a discretionary basis and emphasizes customized, typically long‑term strategies using ETFs, institutional mutual funds, individual securities and a broad set of alternative investments (including private equity, direct debt, real estate and hedge funds); it also uses third‑party sub‑advisors when appropriate and incorporates tax‑aware trading and periodic rebalancing. Custody and execution are primarily handled through Fidelity and Schwab, the firm can manage held‑away accounts via Pontera, and it offers cross‑border planning and ERISA retirement plan fiduciary services.
Notably, Mission Wealth’s Risk Management Department is licensed to place insurance products and may receive customary placement fees for those services, an offering the brochure highlights as part of its advisory platform and which is less common among multi‑team wealth firms. The brochure also discloses participation in Fidelity’s WAS and Schwab’s SAN referral programs (including referral and program fees), and details institutional pension consulting and ERISA 3(21)/3(38) plan services along with procedures to address the attendant conflicts of interest.
Based on Mission Wealth Management, LP
Expertise
Based on Mission Wealth Management, LP
Location
111 Congress Ave
Austin TX 78704
Advisors at this office
3
Advisors at this office
Walter R
Series 66
Austin, TX
Mission Wealth Management, LP
Walter Rizo is a financial advisor at Mission Wealth Management, LP with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Charles Schwab. Based in Austin, TX, he has been with Mission Wealth Management since 2022. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and various institutional clients. The firm offers customized, long-term wealth management and financial planning strategies, utilizing a range of investment vehicles and emphasizing discretionary account management.
Mark H
CFP®, Series 65
Austin, TX
Mission Wealth Management, LP
Mark Herman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. His prior experience includes roles at Astoria Strategic Wealth and Bell Wealth Management. He has also served in the U.S. Army Reserve since 2011. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management services primarily to affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies and offers a range of service models, including financial planning and consulting engagements.
Cole H
CFP®, Series 65
Austin, TX
Mission Wealth Management, LP
Cole Haddock is a Certified Financial Planner™ (CFP®) with four years of industry experience. He has worked primarily at Mission Wealth Management, LP since 2022 and previously spent eight years at Chevron. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients with customized wealth management and financial planning. The firm employs long-term strategies across a range of investment vehicles and offers integrated services including discretionary portfolio management and risk management solutions.
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