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MISSIONPOINT PARTNERS LLC

· CRD 171282 · IAPD ↗ · mppgrp.com · 203-286-0400

$386.9MRegulatory AUM
2Advisory reps
6Employees
4Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — MISSIONPOINT PARTNERS LLC reported RAUM up 55% ($250.0M -> $386.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.