Michael J Dittamo
Investment adviser representative at Mission Wealth Management, LP
7 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
7 years in the industry.
- Mission Wealth Management, LPSep 2023 to now
- Bank of America, N.A.Jan 2023 to Aug 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2022 to Aug 2023
- Planmember Securities CorporationAug 2018 to Nov 2022
- Apple One EmploymentAug 2018 to Dec 2018
- Yardi SystemsMay 2016 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
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
- 7006001
- Firm CRD
- 113057