# Purposeful Strategic Partners

> Purposeful Strategic Partners is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 292853
- Filed as: PURPOSEFUL STRATEGIC PARTNERS
- Legal name: Escalante Troesh, Joshua, Daniel
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292853
- AdvisorCensus page: https://advisorcensus.com/firm/purposeful-strategic-partners-292853

## Quick answers

**How is Purposeful Strategic Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Purposeful Strategic Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Purposeful Strategic Partners registered with the SEC or a state?**
Purposeful Strategic Partners is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292853.

**How much does Purposeful Strategic Partners manage?**
Purposeful Strategic Partners reports $11,756,754 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Purposeful Strategic Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (55); high net worth individuals (3).

**Does Purposeful Strategic Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292853

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $11,756,754
- Discretionary: $11,756,754
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $5,858,554 |
| High net worth individuals | 3 | $5,898,200 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- launchmyfinances.com
- purposefulfamilywealth.com
- purposefulsp.com
- purposefulwealth.com
- Facebook @PurposefulFinance
- Facebook @joshua.troesh
- LinkedIn @joshua-escalante-troesh-8939887

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Purposeful Strategic Partners (CRD 292853): Form ADV filing data as of October 2026.