← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（10/22/2024）
MISSION WEALTH MANAGEMENT, LP · 所有者与执行高管（CRD 113057）
机构事实页：MISSION WEALTH MANAGEMENT, LP 事实页 → | 官方原文：IAPD firm-summary/113057
Schedule A · 直接所有者（15 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| STARK, BRAD, WARREN | 个人 | CCO / FOUNDER / CHIEF STRATEGY OFFICER | 是 | NA |
| STREETER, SETH, MATHEW | 个人 | CHIEF IMPACT OFFICER/ PARTNER | 是 | NA |
| GAGGS, GEOFFREY, SUTHERLAND | 个人 | CLIENT ADVISOR / PARTNER | 是 | NA |
| ADAMS, MATTHEW, WILLIAM | 个人 | MANAGING PARTNER / CHIEF EXECUTIVE OFFICER | 是 | NA |
| PENSO, ANDREW, LAWRENCE | 个人 | PARTNER / CHIEF BUSINESS DEVELOPMENT OFFICER | 是 | NA |
| STUART, DANNELL, RICE | 个人 | PARTNER / CHIEF CLIENT OFFICER | 是 | NA |
| FAHNOE, PATRICIA, ANN | 个人 | CLIENT ADVISOR / PARTNER | 是 | NA |
| OSBORNE, KIERAN, DAVID | 个人 | CHIEF INVESTMENT OFFICER / PARTNER | 是 | NA |
| CALTAGIRONE, STEVE, SALVATORE | 个人 | CLIENT ADVISOR / PARTNER | 是 | NA |
| SOTTAK, BRIAN, GERALD | 个人 | PARTNER / CLIENT ADVISOR | 是 | NA |
| THE STREETER REVOCABLE TRUST OF 2008 | 境内实体 | LIMITED PARTNER | 是 | B |
| THE STARK REVOCABLE TRUST OF 2000 | 境内实体 | LIMITED PARTNER | 是 | B |
| THE ADAMS LIVING TRUST | 境内实体 | LIMITED PARTNER | — | A |
| THE JAY FAMILY TRUST | 境内实体 | LIMITED PARTNER | — | A |
| MISSION WEALTH MANAGEMENT, LLC | 境内实体 | GENERAL PARTNER | 是 | NA |
Schedule B · 执行高管（8 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| STREETER, SETH, MATHEW | TRUSTEE | 是 |
| STARK, BRAD, WARREN | TRUSTEE | 是 |
| STARK, TAMARA, LYNNE | TRUSTEE | 是 |
| ADAMS, MATTHEW, WILLIAM | TRUSTEE | 是 |
| ADAMS, JENNY, LYNN | TRUSTEE | — |
| FAHNOE, PATRICIA, ANN | TRUSTEE | 是 |
| STREETER, SETH, MATHEW | MANAGING MEMBER | 是 |
| STARK, BRAD, WARREN | MANAGING MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
