Missionsquare Wealth Management

Overview

Missionsquare Wealth Management is organized as a limited liability company that operates as an independent broker‑dealer and fee‑based advisory firm. Its published business activities combine broker‑dealer operations with a set of advisory services: financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. The firm is described as a capital allocator and as a related adviser to at least one affiliated entity. The stated fee model is a percentage of assets under management, and the firm is marked as not being an active ESG investor and not serving as a pension consultant. The firm’s regulatory metadata lists an SEC registration year of 2026 and identifies the owner type as a domestic entity and individual. Industry affiliations noted in the record include relationships with another investment adviser, a commodity pool operator or commodity trading adviser (CPO/CTA), and a trust company.

Investments & Alternatives

Location & Offices