PURPOSEFUL STRATEGIC PARTNERS

ESCALANTE TROESH, JOSHUA, DANIEL

CRD 292853

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

Visit website

United States

Registration

— (—)

Source

State registered

Total AUM

$11.8M

Discretionary AUM

$11.8M

Team

2 total employees; 2 advisory reps; 58 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminarsBUSINESS CONSULTING

Client types

Type	Clients	AUM
Individuals	55	$5.9M
High net worth individuals	3	$5.9M

All web addresses on file

https://www.facebook.com/joshua.troesh
HTTP://PURPOSEFULSP.COM
https://www.linkedin.com/in/joshua-escalante-troesh-8939887/
https://purposefulfamilywealth.com
https://purposefulwealth.com/
https://launchmyfinances.com/
https://www.facebook.com/PurposefulFinance

Official SEC filing: View on IAPD