Daniele Beasley
Investment Adviser Representative at Mission Wealth Management, LP
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniele Beasley is an investment adviser representative with Mission Wealth Management, LP in Santa Barbara, CA, where they have been registered since 2024. They have worked in the securities industry since 2019 and have been registered with 4 firms, including Twenty and ONE Capital Management, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 29
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cove Street Capital LLCJul 2011 – Dec 2017El Segundo, CA
- Twenty Concierge Wealth Management, LLCJan 2018 – Nov 2020Marina Del Rey, CA
- APEX Financial Advisors, Inc.Nov 2020 – Nov 2021Yardley, PA
- One Capital Management, LLCNov 2021 – Dec 2021Westlake Village, CA
- Twenty Concierge Wealth ManagementJan 2022 – Aug 2024Santa Barbara, CA
- Mission Wealth Management, LPAug 2024 – no end date reportedSanta Barbara, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mission Wealth Management, LP
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- First $5,000,0001.00%
- From $5,000,001 - $15,000,0000.85%
- From $15,000,001 - $25,000,0000.75%
- Over $25,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 135
- Offices listed on AdvisorFinder:
- 37
- Main office:
- Santa Barbara, CA
- SEC file number:
- 801-61230
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at Mission Wealth Management, LP
Showing 12 of 135 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniele Beasley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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