Mission Investment Advisors LLC
Mission Investment Advisors LLC is an SEC-registered ria with $158.1M assets under management (AUM, regulatory AUM), +7% over one year. See who owns Mission Investment Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329596, SEC 801-131136, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $158.1M (2026-06-30)
- Firm type
- Ria
- Employees
- 2
- CRD
- 329596
- Ownership
- GELDHAUSER, MEREDITH, WILLIS; BERGIN, MATTHEW, WILLIAM; LOVELL, SAMANTHA, CLAIRE; NEWELL, TIMOTHY, L; Abeywickrama, Kushal, Michael
How much AUM does Mission Investment Advisors LLC have?
Mission Investment Advisors LLC reported $158.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Mission Investment Advisors LLC?
Disclosed owners and executives of Mission Investment Advisors LLC include GELDHAUSER, MEREDITH, WILLIS, BERGIN, MATTHEW, WILLIAM, LOVELL, SAMANTHA, CLAIRE, NEWELL, TIMOTHY, L, Abeywickrama, Kushal, Michael. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.