Evan Elig
Investment adviser representative at Mission Wealth Management, LP
10 yearsExperience
1 stateRegistered in
$17BFirm assets
24 yearsFirm in business
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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
10 years in the industry.
- Mission Wealth Management, LPApr 2024 to now
- American Assets Capital Advisers, LLCJun 2020 to Apr 2024
- Princeton UniversityAug 2019 to Jun 2020
- American Assets Capital Advisers, LLCJun 2019 to Aug 2019
- Princeton UniversitySep 2018 to Jun 2019
- Cetera Financial GroupJun 2018 to Sep 2018
- Princeton UniversityAug 2017 to Jun 2018
- American Assets Capital Advisers, LLCJun 2017 to Aug 2017
- Princeton UniversitySep 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6972900
- Firm CRD
- 113057