Mission Wealth

Mission Wealth

Mission Wealth was established in 2000 by Brad Stark and Seth Streeter. The founders built the firm around coordinated wealth advisory services rather than product distribution. Its employee-owned model distinguishes the operation from typical advisory platforms. The firm allocates across private equity, private credit, real estate and venture capital strategies. It executes through fund commitments and direct positions. Confirmed holdings and partnerships include activity in late-stage venture and buyout transactions. Geographic reach centers on North America with additional exposure via co-investors. ESG criteria appear in the technology allocation process. Assets under management stand at $7.7 billion. The firm completed three mergers in 2025, incorporating Diversified Asset Management in October, Retter Capital Management in September and an earlier transaction with Green Valley Wealth Management. Great Hill Partners took a minority stake in May 2025, placing Matthew Vettel on the board. John Wernz serves as Partner and maintains external roles at Datalign and Choice Bank. Additional offices remain undisclosed. The employee-owned structure creates a distinct governance layer. Ownership alignment influences succession and compensation decisions. This setup separates Mission Wealth from both single-family offices and traditional RIAs that rely on external capital or product sales.