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Andrew Paul Kulha

Mission Wealth Management, LP

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About Andrew Paul Kulha

Andrew Paul Kulha is an investment advisor representative at Mission Wealth Management, LP, with an approved registration in Texas. Andrew has been in the financial industry since 2014. Andrew is also a Certified Financial Planner. Andrew's experience includes working at McCulloch & Miller, PLLC, Weiner & McCulloch, PLLC and Kulha Law LLC. Andrew has a Series 65 license. The firm's main office is located in Santa Barbara, California, and they have a branch office in Houston, Texas. The firm's compensation arrangements include fixed fees, hourly charges, and a percentage of assets. Their services include financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Andrew Kulha is currently registered with Mission Wealth Management, LP. Mission Wealth Management, LP is a Santa Barbara, California-based investment advisor with approximately $7.07 billion in regulatory assets under management. The firm primarily serves high-net-worth individuals, charities, and corporations. They offer a range of services, including financial planning, pension consulting, portfolio management, and selection of other advisors. The firm also provides family wealth management services and has a dedicated focus on working with schools.
Mission Wealth Management, LP

1111 CHAPALA STREET

SANTA BARBARA, CA 93101

$7.07B

Assets Under Management

10

Total Clients

77

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family wealth management

Family wealth management

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Kulha’s Registration & Firm History

TX

01/19/2022 - Present

Mission Wealth Management, LP (Houston TX)

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Licenses & Designations

IA

Issued 04/23/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Paul Kulha.
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