Donald Wayne Roberts
Investment adviser representative at Mission Wealth Management, LP
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
29 years in the industry.
- Mission Wealth Management, LPJan 2025 to now
- Logic Capital Management, LLCNov 2020 to Jan 2025
- Westwood Holdings Group (formerly Woodway Financial Advisors)Feb 1997 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2689734
- Firm CRD
- 113057