Mission Wealth: Platform Profile

Overview

Mission Wealth is the consumer brand of Mission Wealth Management, LP, an SEC-registered investment adviser.

Current regulatory identity:

• Investment adviser: Mission Wealth Management, LP
• CRD: 113057
• SEC number: 801-61230

Its standard Wealth Management service currently has:

• Standard wealth minimum: $1,000,000
• Standard minimum annual fee: $10,000
• Minimums waivable: Yes

MissionForward is a separate service lane.

Current MissionForward pricing:

• Under 500k: $425/month
• Over 500k: 1.00% AUM
• Minimum AUM: $0

That makes Mission Wealth useful for comparing traditional HNW wealth management with an adviser-supported digital service inside the same RIA.

May fit better for

• clients near or above $1 million seeking traditional wealth management;
• investors who want a CFP-led planning relationship;
• younger or smaller households seeking MissionForward;
• clients who want financial planning integrated with investment management;
• investors interested in private credit, private equity or real assets;
• households comfortable with Schwab or Fidelity custody.

May fit less well for

• investors seeking a self-directed brokerage;
• users who assume MissionForward is an automated robo with no human adviser;
• small accounts that find $425 per month expensive;
• clients who want one universal standard AUM percentage;
• investors who need daily liquidity from every alternative holding.

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Mission Wealth Management, LP is the adviser

Current IAPD:

• Investment adviser: Mission Wealth Management, LP
• CRD: 113057
• SEC number: 801-61230
• SEC registration effective: 2002-06-07

Current Mission regulatory page states:

• Current ADV Part 2A: July 2026
• Current ADV Part 2B: May 2026
• Current Form CRS: March 2025

Use the live regulatory page as the current document-status reference.

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Standard Wealth Management generally requires $1 million

Current Mission Form CRS page:

• Standard wealth management minimum: $1,000,000
• Minimum waivable: Yes

The standard service also generally has:

• Minimum annual fee: $10,000
• Minimum fee waivable: Yes

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Mission does not publish one universal current standard AUM percentage

Current Form CRS says Mission has four service-model tiers, with fees varying and remaining negotiable.

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Fees are generally billed quarterly in arrears

Current Mission fee FAQ:

• Standard billing frequency: quarterly
• Standard billing timing: in arrears
• Fee base: gross fair market value

The FAQ also states that the total minimum fee outside MissionForward is generally $10,000.

Legacy merger relationships can differ.

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Margin treatment is conditional

Current fee FAQ says gross fair market value excludes margin unless margin is used to purchase additional securities.

Mission never bills on margin.

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MissionForward has no AUM minimum

Current first-party MissionForward page:

• MissionForward minimum AUM: $0

Mission specifically says the service is designed for people who may not have $1 million.

This does not change the traditional Wealth Management minimum.

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MissionForward under $500,000 costs $425 per month

Current pricing:

• MissionForward under 500k: $425/month

Annual equivalent:

$425 × 12 = $5,100

The annual equivalent is a calculation, not a separately published annual plan price.

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MissionForward above $500,000 uses 1.00% AUM

Current first-party page:

• MissionForward over 500k: 1.00% AUM

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MissionForward is not robo-only

Mission explicitly answers:

• MissionForward is robo advisor: No
• Direct CFP access: Yes

Technology supports the service.

A human CFP professional remains part of the relationship.

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Third-party manager fees can be additional

Current Mission disclosure allows use of outside managers in limited circumstances.

Custodian charges and underlying investment expenses can also remain.

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Alternatives are substantive

Current Mission alternative-investment materials disclosures show:

• private credit;
• real assets;
• private equity;
• other alternative investments.

Mission notes that alternatives are primarily relevant for clients meeting applicable accredited-investor or qualified-purchaser standards.

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Fidelity and Schwab are custody references

Current investment-service page describes independent custodians such as:

• Fidelity;
• Charles Schwab.

The custodian holds the assets.

Mission manages under the advisory agreement.

Assessment

Mission Wealth's review should not collapse the traditional Wealth Management service and MissionForward into one price.

Traditional Wealth Management:

• generally $1 million minimum;
• generally $10,000 minimum annual fee;
• both waivable;
• current exact AUM percentage is relationship-specific.

MissionForward:

• no AUM minimum;
• $425 per month below $500,000;
• 1.00% AUM above $500,000;
• human CFP access.

The two lanes solve different client-access problems.