Evan Elig
Financial advisor at Mission Wealth Management, LP · La Jolla, CA
Last updated 2026-10-10
Claim your profileEvan Elig is a financial advisor at Mission Wealth Management, LP in La Jolla, CA, CRD 6972900. Licenses and exams on the registration: Series 65. IAPD registration began 2021-03-17.
Registration
- CRD number
- 6972900
- Registration status
- Active
- IAPD registration
- 2021-03-17
- Industry Experience
- 5 years
- Work Experience
- 10 years
- States registered
- CA
Licenses and exams
- Series 65
Work history
- 2020-06 to 2024-04 · American Assets Capital Advisers, LLC · San Diego, CA
- 2019-08 to 2020-06 · Princeton University · Princeton, NJ
- 2019-06 to 2019-08 · American Assets Capital Advisers, LLC · San Diego, CA
- 2018-09 to 2019-06 · Princeton University · Princeton, NJ
- 2018-06 to 2018-09 · Cetera Financial Group · San Diego, CA
- 2017-08 to 2018-06 · Princeton University · Princeton, NJ
- 2017-06 to 2017-08 · American Assets Capital Advisers, LLC · San Diego, CA
- 2016-09 to 2017-06 · Princeton University · San Diego, CA
- 2024-04 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
About
Evan Elig is a financial advisor at Mission Wealth Management, LP in La Jolla, CA. Reported securities licenses include Series 65. The latest record indicates 5 years of industry experience and 10 years of reported work history. Reported roles include American Assets Capital Advisers, LLC, Princeton University, Cetera Financial Group, among others.
Mission Wealth Management, LP's firm-level Form ADV reports 138 advisors across 81 offices; approximately 38.7 clients per advisor, average assets per client of $3,183,214, and regulatory AUM of $17B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $5.1B across 356 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Evan Elig personally.
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
La Jolla, CA
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
Are you Evan Elig?
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