On January 27, 2025, Mission Wealth announced its merger with Logic Capital Management.
Mission Wealth (“Mission”) announced, on January 27, 2025, its merger with Logic Capital Management (“LCM”). Under the terms of the transaction, LCM’s founder, Toby Whitby and Senior Wealth Advisor, Donnie Roberts, will become equity partners in Mission. Further terms were not disclosed.
Mission, based in Santa Barbara, is a registered investment advisor offering financial planning, investment counsel, tax strategies, estate planning, philanthropic advice and asset protection services. With the addition of LCM, Mission manages approximately $10.4 billion in client assets under management.
LCM, based in Houston is a registered investment advisor specializing in financial planning and investment services. As of January 2025, LCM had approximately $400 million in assets under management.
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