Austin, TX S. Mopac Expy Office
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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
901 S. Mopac Expy, Building V, Suite 250
Austin TX 78746
Advisors at this office
4
Advisors at this office
Adam B
CFP®, Series 66
Austin, TX
Mission Wealth Management, LP
Adam Broughton is a CFP® professional with 14 years of industry experience. He is currently with Mission Wealth Management, LP and has previously worked at PBL Wealth Management LLC, Faykus Broughton, LLC, and 3P Consulting, Inc. He is also an author outside of his financial advisory work. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through customized, long-term investment strategies that include ETFs, mutual funds, individual securities, and alternative investments.
Mary M
CFP®, Series 63, Series 65
Austin, TX
Mission Wealth Management, LP
Mary Miller is a CFP®-designated financial advisor with 18 years of industry experience. She is currently with Mission Wealth Management, LP and has previously worked at Per Stirling Capital Management, LLC and B.B. Graham & Co. Mary also has an ongoing affiliation with the University of Texas at Austin. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through tailored wealth management, financial planning, and portfolio management services. The firm employs customized, often long-term strategies using a diverse range of investment vehicles and offers specialized services including risk management and ERISA retirement plan fiduciary solutions.
Mia C
CFP®
Austin, TX
Mission Wealth Management, LP
Mia Cattaneo is a CFP® professional with two years of industry experience, currently advising at Mission Wealth Management, LP. She previously worked at AppFolio, Inc. and Clark University. Mission Wealth Management is a multi-team, SEC-registered advisory firm that serves affluent individuals, families, and institutions. The firm offers customized wealth management and financial planning services through tiered models, employing a range of investment strategies including ETFs, alternative investments, and tax-aware trading.
Alison M
CFP®, Series 65
Austin, TX
Mission Wealth Management, LP
Alison Miller is a CFP® with four years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP in Austin, TX. Prior to this, she held roles at Per Stirling Capital Management, LLC, and worked at Fossil. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management services primarily for affluent individuals, families, and institutional clients. The firm focuses on customized, long-term investment strategies and offers a broad range of solutions including alternative investments and tax-aware trading.
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