Eric Matthew Smith
Financial advisor at Mission Wealth Management, LP · Walnut Creek, CA
Last updated 2026-10-10
Claim your profileEric Matthew Smith is a financial advisor at Mission Wealth Management, LP in Walnut Creek, CA, CRD 6342021. First registered 2020-08-06.
Registration
- CRD number
- 6342021
- Registration status
- Active
- First registered
- 2020-08-06
- Years of experience
- 10
- States registered
- CA
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Certified Financial Planner
Work history
- 2016-08 to 2018-03 · Fisher Investments · Camas, WA
- 2018-03 to 2019-06 · Fisher Investments · Camas, WA
- 2019-06 to 2020-07 · Mission Wealth Management, LP · Santa Barbara, CA
- 2020-07 to Present · Mission Wealth Management, LP · Santa Barbara, CA
Current employment
- Mission Wealth Management, LP · Santa Barbara, CA
Mission Wealth Management, LP
- Regulatory AUM
- $17,001,545,425
- Registered advisors
- 138
- Offices
- 81
- Clients per advisor
- 38.7 (Low)
- Average AUM per client
- $3.2M (Low)
- High-net-worth client ratio
- 68.0% (High)
Mission Wealth Management, LP: advisors, services and reported ETF investments
Reported ETF positions
Mission Wealth Management reports 356 ETF positions worth $5.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTV — Vanguard Morningstar Value ETF | $678.1M |
| VUG — Vanguard Morningstar Growth ETF | $649.2M |
| AVDE — Avantis International Equity ETF | $459.3M |
| VB — Vanguard Morningstar Small-Cap ETF | $448.3M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $185.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Mission Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $25M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $1.1M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $11.7M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | DRAM — Roundhill Memory ETF | $1.4M | Top 98.6% | Replicability (R²) 43.0% · Residual Sharpe 0.27 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Mission Wealth Management, LP on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
Location
1212 Broadway Plaza, Walnut Creek, CA 94596
6 advisors at this office.
Contact
The firm's filed contact details.
Official record
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