MISSION WEALTH MANAGEMENT LP
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #2517 of mapped providers
Assets under administration$11.6B0.0%Market share · rank #1043
Fees received$45,175Median $7,355/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical MISSION WEALTH MANAGEMENT LP plan look like?
Service mix · median fees per plan
Count of plans where MISSION WEALTH MANAGEMENT LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 3 | $8,900 | |
Investment managementCode 28 | 1 | $0 |
Competitor overlap
Percent of MISSION WEALTH MANAGEMENT LP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under MISSION WEALTH MANAGEMENT LP.
| Sponsor | From | Assets |
|---|---|---|
NETJETS INC.OH · 510383060-001 | NFP RETIREMENT INC | $836M |
Plans lost in 2024
Appeared last year under MISSION WEALTH MANAGEMENT LP; not this year.
| Sponsor | To | Assets |
|---|---|---|
SAN DIEGO DIAGNOSTIC RADIOLOGY MEDICAL GROUP, INC.CA · 952669833-002 | CORIENT PRIVATE WEALTH LLC | $126M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | $10.5B | 103,145 | $8,900 | 4y | 1 |
NETJETS INC.OH · 510383060-001 | $836M | 4,194 | $5,809 | 1y | 1 |
SANSUM SANTA BARBARA MEDICAL CLINIC, INC.CA · 952855614-001 | $236M | 345 | $30,466 | 6y | - |
BARRINGTON ORTHOPEDIC SPECIALISTS, LTD.IL · 363062013-003 | $46M | 265 | $0 | 4y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (7)
Raw Schedule C names collapsed into MISSION WEALTH MANAGEMENT LP.
- MISSION CREEK
- MISSION CREEK PARTNERS
- MISSION STREET WEALTH PLANNING
- MISSION TRAILS FINANCIAL
- MISSION WEALTH
- MISSION WEALTH MANAGEMENT LLC
- MISSION WEALTH MANAGEMENT LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for MISSION WEALTH MANAGEMENT LP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 50.00% | 1.76% | +48.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with MISSION WEALTH MANAGEMENT LP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent