Mission Wealth Announces the Retirement of Co-Founder Seth Streeter After 26 Years of Leadership and Impact

A Legacy Built on Purpose, Relationships, and Service

What began in 2000 as a shared vision between Seth Streeter and me (Brad Stark) has grown into one of the nation’s leading independent Registered Investment Advisory firms. Today, Mission Wealth serves more than 5,250 client families nationwide, employs more than 225 team members, and manages over $16.8 billion in assets under management and advisement.

While the firm’s growth has been remarkable, Seth’s legacy extends far beyond the firm’s success. Over the years, he became widely recognized as a champion of purpose-driven leadership, life-centered financial planning, and community impact, helping shape conversations within both the wealth management profession and the communities Mission Wealth serves.

Throughout his career, Seth became a respected voice on life-centered planning and the idea that true wealth extends beyond financial assets. For more than a decade, he has shared these ideas through keynote presentations, industry conferences, podcasts, television interviews, and his TEDx talk on redefining wealth.

Seth’s passion for creating impact extended well beyond Mission Wealth. He served on numerous nonprofit and community boards while launching collaborative initiatives that brought together businesses, nonprofits, schools, government organizations, and community leaders to address important social and environmental challenges.

Among those efforts were founding the Fast Pitch SB nonprofit venture competition and the Sustainable Future initiative, fundraising events such as the Tea Fire Relief Concert at the Music Academy, multiple Channel Swim campaigns benefiting environmental organizations, and years of volunteering in local schools and coaching his children’s youth athletics.

During Mission Wealth’s 2026 annual retreat in Chicago, Seth announced his retirement to team members and reflected on the philosophy that guided both his career and his life. He shared what he calls the five “vowels” of fulfillment: Achievements, Experiences, Impact, Overcoming challenges, and “U“—the relationships that give meaning to everything else.

Building a Different Kind of Wealth Management Firm

When Seth and Brad founded Mission Wealth, they envisioned a different kind of advisory firm—one that combined exceptional fiduciary financial guidance with a deeper commitment to improving lives.

Over the years, that vision expanded beyond wealth management.

Under Seth’s leadership, Mission Wealth launched and expanded numerous initiatives focused on community engagement, philanthropy, sustainability, volunteerism, and educational opportunities through programs such as Inspired Living and Mission Scholars. His passion for impact became woven into the firm’s identity and has inspired countless team members, clients, and community partners to do the same.

Colleagues often describe Seth as Mission Wealth’s cultural architect. His emphasis on purpose, optimism, collaboration, and servant leadership helped create an organization where caring for one another is valued just as highly as caring for clients. Those principles continue to shape how Mission Wealth recruits, develops, and supports its team members today.

A Message from Our Leadership

For Co-Founder Brad Stark, the retirement marks the closing of a remarkable chapter and the beginning of a new one. “When Seth and I started Mission Wealth, we had no way of knowing how extraordinary this journey would become. Through every challenge, milestone, and opportunity, Seth remained deeply committed to our people, our clients, and our purpose. He brought vision to every conversation and heart to every decision. I’m incredibly proud of what we’ve built together and grateful for the friendship and partnership we’ve shared over the last 26 years.”

“Seth helped create the foundation upon which Mission Wealth stands today,” said Matthew Adams, CEO of Mission Wealth. “His vision, optimism, and commitment to making a meaningful difference have influenced every stage of our growth. Beyond building a successful firm, Seth helped build a culture that attracts exceptional people and inspires them to do their best work. We are deeply grateful for his leadership, friendship, and the example he has set for all of us.”

Mission Wealth President Dannell Stuart reflected on Seth’s influence across the organization. “Seth has always encouraged us to think bigger—not just about business growth, but about our impact on clients, communities, and one another. His energy, creativity, and genuine care for people have shaped Mission Wealth in countless ways. While we will miss his daily presence, his influence will continue to guide our culture and mission for years to come.”

Continuing the Mission

As Mission Wealth enters its next chapter, the firm remains committed to the values that Seth helped establish: putting clients first, investing in meaningful relationships, supporting communities, and helping families achieve lives of purpose and fulfillment.

Seth leaves behind an enduring legacy—not only as a founder, but as a leader who challenged others to think beyond financial success and focus on significance, purpose, and meaningful relationships. While Seth is retiring from his day-to-day responsibilities, Mission Wealth’s experienced leadership team and partner group remain well-positioned to continue building upon the culture, vision, and client-first philosophy he helped establish.

On behalf of our clients, team members, partners, and friends, thank you, Seth, for your vision, your service, and the countless lives you have touched.

Congratulations on a remarkable career and best wishes for the adventures ahead!