Michael Alan Widling
Investment adviser representative at Mission Wealth Management, LP
8 yearsExperience
2 statesRegistered 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
8 years in the industry.
- Mission Wealth Management, LPFeb 2022 to now
- Pacific Rim Adventures Inc.Jan 2022 to Feb 2022
- Yardi SystemsMar 2020 to Oct 2021
- Sonoma State UniversityJan 2018 to Dec 2019
- Allan Hancock CollegeJan 2017 to Dec 2017
- Cal Lutheran UniversityAug 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7726732
- Firm CRD
- 113057