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Mission Wealth Overview
Type
Multi Family Office
Year Founded
2000
General Information
Mission Wealth is a multi-family office headquartered in Santa Barbara. Founded in 2000 by wealth advisors Brad Stark and Seth Streeter, it provides comprehensive financial, investment and estate planning services to affluent families across the United States, using an employee-owned structure and overseeing more than $6 billion in client assets. The firm supports multi-generational wealth preservation through integrated planning, tax strategies and philanthropic guidance.
Contact Information
Website:
https://missionwealth.com
Year Founded:
2000
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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