Missionsquare Wealth Management

Overview

Missionsquare Wealth Management is organized as a limited liability company and operates as an independent broker-dealer. The firm is SEC-registered as of 2026 and reports a fee model tied to a percentage of assets under management. It positions itself to serve individual and small-business clients through financial planning and portfolio management, while also acting as a capital allocator and a selector of other advisers. Its stated business mix blends broker-dealer activity with advisory services: financial planning, portfolio management for individuals and small businesses, selecting third-party managers, and running educational seminars and workshops. Missionsquare is identified as a related adviser to other entities, and it is not flagged as an active ESG investor.

Investments & Alternatives

Location & Offices