Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-24-003470
Filing Date
2024-08-05
Accepted
2024-08-02 17:37:03
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-05

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2017
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 405808
  Complete submission text file 0001085146-24-003470.txt   409207
Mailing Address 1111 CHAPALA STREET 3RD FLOOR SANTA BARBARA CA 93101
Business Address 1111 CHAPALA STREET 3RD FLOOR SANTA BARBARA CA 93101 (805) 882-2360
MISSION WEALTH MANAGEMENT, LP (Filer) CIK: 0001645382 (see all company filings)

EIN.: 954783206 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-16965 | Film No.: 241172468