Auddie Sweet CFP®

Wealth Advisor

Based in Seattle, Auddie helps retirees, tech professionals, executives, and business owners coordinate retirement income, concentrated equity, investments, taxes, charitable giving, and long-term wealth decisions

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Auddie Typically Helps

Individuals and families approaching retirement, retirees creating income plans, tech professionals and executives with equity compensation, Microsoft, Amazon, and Meta employees, individuals receiving an inheritance, business owners establishing or improving workplace retirement plans

Serving Clients in

Seattle • Bellevue • San Francisco • Sacramento • Reno • Communities throughout the Pacific Northwest, Northern California, and Nevada

Available nationwide through virtual meetings

Questions Auddie Helps Answer

How can I build an investment and cash-flow strategy for retirement?
How should I navigate an inheritance or other wealth transition?
How can I give to charity in a tax-efficient way?
How should I manage stock options, equity compensation, and employer stock?
How do I design a retirement plan that provides clarity, confidence, and direction in my path forward?

As a Wealth Advisor at Mission Wealth, Auddie Sweet works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Auddie delivers personalized solutions, including financial planning, estate planning, asset protection, wealth management reviews, and tax planning, to help clients achieve their goals. With a focus on building long-term relationships, Auddie leverages his expertise to provide clients with tailored advice and guidance.

I love working as a Wealth Advisor because money, at it’s core, it a tool for living - and helping people connect their wealth to what truly matters to them is one of the most meaningful and fulfilling experiences I can imagine.

—Auddie Sweet, Wealth Advisor

Auddie’s Frequently Asked Questions

What should I expect when I begin working with Auddie as my financial advisor?

Clients can expect a holistic and relationship-focused process built around careful listening and open communication. Auddie begins with the concerns that matter most to the client, then builds outward to address investments, cash flow, insurance, taxes, retirement, and estate planning as needed. He explains recommendations thoroughly and works to simplify complex decisions so clients understand how their financial resources support a life fully lived

Will I work directly with Auddie, and who else may support my financial plan?

Auddie will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Auddie will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Auddie if I live outside Seattle or my situation is not listed above?

Yes. Auddie meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

Professional Background

Auddie launched his wealth management career in 2017 as an intern for Waddell & Reed. In 2019, after obtaining his Bachelor of Arts in Business Finance from the University of Nevada, Reno, he began developing a strong foundation in financial planning, portfolio management, and client service – first at Waddell & Reed and continuing through the firm’s acquisition and rebrand as Washoe Wealth Advisors under LPL Financial.

Seeking to deepen his impact with high-net-worth families, Auddie joined Highland Private Wealth Management as an Associate Advisor in 2023. There, he broadened his knowledge across estate and insurance planning, tax strategies, and investment management. In 2025, Auddie passed the CFP® exam and earned his CERTIFIED FINANCIAL PLANNER™ designation – a milestone that reflects his commitment to the highest standards of financial planning.

A Certified Wealth Confidant as well, Auddie is passionate about helping clients connect their wealth to a life of meaning and purpose- and excitedly brought that philosophy to the team at Mission Wealth in 2026.

Personal Pursuits

Auddie’s roots run from Santa Barbara, where he was born, through Reno, where he grew up, to Seattle, where he now lives and thrives. Family, friends, and community are at the center of his life – as is a deep commitment to health and fitness that has carried him from the wrestling mat to the top of Mt. Rainier to the pickleball court. He bleeds for the Chicago Bears, San Antonio Spurs, and Seattle Mariners (you can ask him about that eclectic mix), and finds immense joy/escape in music. A true adventurer at heart, Auddie backpacked 193 miles in 10 days along the Camino de Santiago Portuguese route, a journey that speaks volumes to his love of the world.

Community Impact

Service has always been at the core of who Auddie is. Since 2019, he has been a Rotarian, even stepping into the role of Club President for the Reno Midtown Rotary club. There, he collaborated with local nonprofits, fundraised for charities, and rallied his community around causes that mattered. After making the move to Seattle, that spirit carried along with him, leading him to volunteer at Food Lifeline and roll up his sleeves for community clean-ups around the city. Beyond people, Auddie’s passion for service extends to the planet – he is an advocate for environmental stewardship, committed to keeping our lands and oceans clean and protecting the wildlife that calls them home.