Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001172661-25-002879
Filing Date
2025-08-05
Accepted
2025-08-05 09:06:01
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-05

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2177
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 336666
  Complete submission text file 0001172661-25-002879.txt   340187
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.: 251183151