Brandon
Baiamonte
Mission Wealth Management, Lp
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About this Advisor
Brandon Baiamonte is a chartered financial analyst operating in South Jordan, Utah with a total of 1 year of industry experience. Baiamonte currently works for Mission Wealth Management, Lp. Over the course of their career, they have held roles at Sabbatical, Alta Bay Capital, LLC, Mission Wealth Management, Lp, Internal Revenue Service and Ball Ventures, LLC. Baiamonte holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Utah. Mission Wealth Management, Lp is a financial advisory company operating out of Santa Barbara, CA. The company has offices in 25 locations and a total of 87 people on staff. It oversees $5 billion in assets among its 7,755 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 22 charities and foundations. Of its 7,755 customer accounts, 67% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Mission Wealth Management, Lp performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules vary depending on which services are provided. Fees billed by Mission Wealth Management, Lp can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mission Wealth Management, Lp Brokerage Details
$4,975,561,347
87
7,755
$641,594
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Brandon Baiamonte Work History
Brandon has been registered as a financial advisor for 1 years.*
Mission Wealth Management, Lp
Alta Bay Capital, LLC
Sabbatical
Ball Ventures, LLC
Internal Revenue Service
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brandon Baiamonte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mission Wealth Management, Lp
Houston, TX
Santa Barbara, CA
Santa Barbara, CA
Los Angeles, CA
Los Angeles, CA
Santa Barbara, CA
Greensboro, NC
Austin, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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