MISSION WEALTH MANAGEMENT, LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2024 report period. You can see the ...

The deal extends Mission Wealth's footprint into Houston while boosting it to $10.6 billion in assets under management.

Logic Capital Management, a premier financial advisory firm in Houston, Texas, managing over $400M of assets, has merged with ...

Logic Capital Management manages over $400m in assets, providing tailored financial planning and investment management.

Each Partner exemplifies Mission Wealth's core values by being caring, growth-minded, adaptable, and committed. Their leadership will help guide the firm's ambitious plans for 2025 and beyond ...

HOUSTON, Jan. 28, 2025 /PRNewswire/ -- Logic Capital Management, a premier financial advisory firm in Houston, Texas, managing over $400M of assets, has merged with Mission Wealth Management ...

California-based registered investment advisor (RIA) Mission Wealth has announced a merger with Logic Capital Management, a financial advisory firm based in Houston, Texas. The merger, which marks ...

Each Partner exemplifies Mission Wealth's core values by being caring, growth-minded, adaptable, and committed. Their leadership will help guide the firm's ambitious plans for 2025 and beyond, ...