Bellevue, WA 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
10900 NE 8th St, Unit 1600
Bellevue WA 98004
Advisors at this office
3
Advisors at this office
Heather T
Series 66
Bellevue, WA
Mission Wealth Management, LP
Heather Thiessen is a financial advisor at Mission Wealth Management, LP with 8 years of industry experience and holds a Series 66 designation. Her prior roles include six years at Brighton Jones and several years at Raymond James Financial Services Advisors. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm uses customized, long-term strategies across a diversified range of investments, often managing accounts on a discretionary basis.
Jimmy W
Series 63, Series 66
Bellevue, WA
Mission Wealth Management, LP
Jimmy Wu is a financial advisor at Mission Wealth Management, LP with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Financial Resources Group for 23 years before joining Mission Wealth Management in 2026. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as institutional clients such as pension plans and endowments. The firm offers customized, long-term investment strategies through tiered service models and utilizes a range of investment vehicles including ETFs, institutional mutual funds, individual securities, and alternative investments.
Benjamin J
CFP®, Series 66
Bellevue, WA
Mission Wealth Management, LP
Benjamin Johnson is a CFP® with 11 years of industry experience, currently advising at Mission Wealth Management, LP since 2026. He spent 20 years at Financial Resources Group prior to joining Mission Wealth. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, pension plans, and endowments. The firm offers wealth management, financial planning, and portfolio management through tiered service models and emphasizes customized, typically long-term investment strategies across a broad range of asset types.
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