Kieran Osborne, portrait

Kieran Osborne

Partner and Chief Investment Officer at Mission Wealth

Investment adviser representative in Santa Barbara, CA

From the SEC’s public record of this individual, checked on 17 September 2026.

Kieran Osborne is the chief investment officer / partner of Mission Wealth Management, LP, a Santa Barbara-based SEC-registered investment adviser managing $17.00B. Kieran has been registered through the firm since 19 February 2013, with 17 years in the industry across 2 firms, holds adviser registrations in California.

17
Years of IAPD experience
13
Years at the firm
Mission Wealth Management
2
Adviser firms on record
1
State registrations
1
Exams passed

Counts are from the SEC record as checked on 17 September 2026. Years are measured to that date.

Role at Mission Wealth#

Title on Schedule A
Chief Investment Officer / Partner
Title the firm uses
Partner and Chief Investment Officer
Control
Schedule A reports Kieran Osborne as a control person.
Ownership
Schedule A reports an under-5% ownership band.
Tenure
Schedule A reports this title since January 2018.

The firm

Mission Wealth Management, LP$17.00B regulatory AUM · 135 advisory staff · 116 officesFirm profile

Title and ownership as reported on Schedules A and B of the firm's Form ADV. Ownership percentages are the SEC's reporting bands, not exact figures. View Schedule A in the filing

Career on record#

  1. MISSION WEALTH MANAGEMENT, LP19 February 2013 to present
    Santa Barbara, CA · 14 years · adviser representative only · firm CRD 113057
  2. MERK INVESTMENTS LLC22 May 2009 to 8 January 2013
    Mountain View, CA · 4 years · adviser representative only · firm CRD 112305

Investment-adviser employment history in the IAPD record, newest first. The experience figure uses IAPD's calculation date of 1 July 2009, which may differ from the earliest registration below. View the IAPD record

Registrations and exams#

California19 February 2013
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6521 May 2009
Name
Uniform Investment Adviser Law Examination

State adviser registrations currently approved, and the qualifying examinations on record. View the IAPD record

Regulatory record#

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

Where to check this individual's complete record, including any disciplinary history. View the IAPD record

Background#

Mission Wealth's team page states that Kieran oversees the firm's portfolio management, trading, analysis and research functions, conducts manager due diligence and monitors fund performance. The page adds that before joining Mission Wealth he was Director of Research and Co-Portfolio Manager at Merk Investments, working on international fixed income and currency investments, and that he previously worked as an equity analyst for a New Zealand asset management firm and in a trading and analyst role at a New York hedge fund. Mission Wealth, team page

Education

Credentials and memberships

Recognition

Industry awards are typically based on nominations or paid criteria set by the publisher and are not an SEC endorsement.

Background statements are attributed to the named source. Firm biographies are not regulatory records.

Common questions#

Is Kieran Osborne a broker or an investment adviser?

An investment adviser representative only. His record shows adviser-only registration through both of his firms, no current FINRA broker registration, and a single qualifying exam, the Series 65, passed in May 2009.

Source: IAPD individual record, Registrations and Exams

Where is Kieran Osborne registered?

As an investment adviser representative in California, approved since February 2013. His record lists no other state registrations.

Source: IAPD individual record, Registrations

Does Kieran Osborne own part of Mission Wealth?

Schedule A reports Kieran Osborne as a control person. Schedule A reports an under-5% ownership band. Schedule A reports this title since January 2018.

Source: Form ADV Part 1A, Schedules A and B

Where did Kieran Osborne work before Mission Wealth?

His SEC record shows registration through Merk Investments from May 2009 to January 2013, with the office listed in Mountain View, California. Mission Wealth's team page describes the same role as Director of Research and Co-Portfolio Manager and places it in Palo Alto, and also credits earlier work in New Zealand and New York that predates his SEC registration record.

Source: IAPD individual record, Employment History; Mission Wealth team page

Answered from the records above.

Leadership at Mission Wealth#

The other officers and owners named on the firm's Schedule A.

Sources

  1. IAPD individual record, CRD 5667529. Employment history, registrations and examinations.
  2. Form ADV Part 1A, Schedules A and B of Mission Wealth Management, LP, filed 15 September 2026. Title, control and ownership bands.
  3. Mission Wealth team page. Biography, education, credentials, awards and portrait.

Retrieved 17 September 2026. The SEC record may have been amended since.

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This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Simple Money is not affiliated with Kieran Osborne or Mission Wealth Management, LP and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.

Simple Money Advisors LLC is a California-registered investment adviser. This page is not investment, tax, or legal advice and is not an offer of advisory services. Verify this individual's current record at adviserinfo.sec.gov and the firm's at its IAPD record before engaging an adviser. The portrait is reproduced from the firm’s website for identification.