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Brad Stark

Founder and Chief Compliance Officer at Mission Wealth

  • LinkedIn

As Founder of Mission Wealth, I am focused on managing and growing Mission Wealth’s presence. I am dedicated to building long-term relationships with clients and strategic partners. I enj...

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MISSION WEALTH

MISSION WEALTH

  • description Description
    Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and impl...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Mission Wealth Org Chart and Mapping

Matthew Adams

CEO & Managing Partner

Employees

Renee Hennessee

Partner and Chief Technology Officer

Gregory Smith

Director of Financial Planning

Herb Gebhart

Senior Wealth Advisor Associate

Blanca Vega

Human Resources Specialist

Michelle Winkles

Partner and Chief Marketing Officer

Martina Mendoza

Senior Wealth Advisor Associate

Brad Stark

Founder and Chief Compliance Officer

Amanda Thomas

Partner and Director of Philanthropic Strategy

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