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Robert James Pyle

Robert James Pyle

CFP®

MISSION WEALTH MANAGEMENT, LP

Boulder, CO

·CRD# 2582841·31 years experience

Professional Summary

Robert James Pyle, CFP® is a registered financial advisor currently at MISSION WEALTH MANAGEMENT, LP located in Boulder, Colorado. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert has worked at 3 firms and has passed the Series 7 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

$500K–$1M

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Who I Serve

Business Owners & Entrepreneurs

Corporate Executives

High Net Worth Individuals & Families

Services Offered

Education Funding
Cashflow & Budgeting
Risk Management & Insurance
Business Services
Estate & Legacy Planning
Financial Planning
Retirement Planning
Investment Management

Specializations

Business Exit & Succession Planning

Divorce Planning

Biography

We enjoy working with clients who are outdoor sports enthusiasts.

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

Direct

(xxx) xxx-xxxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®

Certified Financial PlannerSince 1997

Years of Experience

31 years in the financial services industry

Current & Past Employments

MISSION WEALTH MANAGEMENT, LP·CRD# 113057

RIA

3450 Penrose Place Suite 160, Boulder, CO 80301

October 1, 2025 - Present

DIVERSIFIED ASSET MANAGEMENT, INC.·CRD# 112743

RIA

Boulder, CO

January 1, 1999 - November 12, 2025

CETERA WEALTH SERVICES, LLC·CRD# 13572

BD

El Segundo, CA

March 21, 1995 - August 27, 1996

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PNC WEALTH MANAGEMENT LLC

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Current Firm

MW

MISSION WEALTH MANAGEMENT, LP

MISSION WEALTH | MISSION WEALTH MANAGEMENT, LP | MISSION WEALTH MANAGEMENT, LLC

CRD#: 113057 / SEC#: 801-61230

RIA

Registered Investment Advisory firm - SEC (6/7/2002 Approved)

California

Registered Investment Advisory firm - California (6/14/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1111 Chapala Street 3rd Floor, Santa Barbara, CA 93101

Phone Number

(805) 882-2360

# of Employees

220

SEC notice filing (44 States and Territories)

Registered to provide investment advisory services in 44 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MWM FORM ADV PART 2A - FIRM BROCHURE (9/15/2026)

Regulatory Assets Under Management

Total Number of Accounts

18,908

AUM (Assets Under Management)

$17,001,545,425

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. RSP Associates LLP; investment-related; Boulder, CO; rental property management; owner; 05/1993; 4 hours per month; 0 during securities trading hours. 2. MFP Associates LLC; investment-related; Boulder, CO; office condo property management; 50% owner; 06/2019; 1 hour per month; 0 during securities trading hours. 3. DMP Associates; investment-related; Boulder, CO; second home property management; 50% owner; 05/2015; 0.50 hours per month; 0 during securities trading hours. 4. CSP Realty LLC; investment-related; Boulder, CO; Maryland real estate management; managing partner; 0.50 hours per month; 0 during securities trading hours.

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Travis J Hooser

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MW

MISSION WEALTH MANAGEMENT, LP

MISSION WEALTH | MISSION WEALTH MANAGEMENT, LP | MISSION WEALTH MANAGEMENT, LLC

CRD#: 113057 / SEC#: 801-61230

RIA

Registered Investment Advisory firm - SEC (6/7/2002 Approved)

California

Registered Investment Advisory firm - California (6/14/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Colorado
(10/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 7 — General Securities Representative Examination

Passed Mar 1995About the Series 7 exam

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Travis J Hooser

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CRS (Client Relationship Summary) - RIA

Click below to view Robert James Pyle's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Services Offered by Robert

Education Funding
Cashflow & Budgeting
Risk Management & Insurance
Business Services
Estate & Legacy Planning
Financial Planning
Retirement Planning
Investment Management

Similar Advisors

LPL FINANCIAL LLC

ROCKAWAY, NJ · CRD#

MORGAN STANLEY

Austin, TX · CRD#

Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#

Travis J Hooser

PNC WEALTH MANAGEMENT LLC

LOUISVILLE, KY · CRD#

Robert James Pyle

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