Dale Wong
Missio Investment Management · Hinsdale, Illinois
Dale Wong is a fee-only financial advisor at Missio Investment Management in Hinsdale, Illinois. Missio Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Missio Investment Management |
|---|---|
| Based in | Hinsdale, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $24.2M across 31 accounts |
| SEC registration | Investment adviser representative in AZ, IL, TX · CRD 6979862 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.missioim.com |
How Dale's firm compares
- Missio Investment Management's average account is about $782,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Dale
Is Dale Wong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dale holds no broker registration, and Missio Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dale charge for financial advice?
Dale's firm, Missio Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Dale Wong based?
Dale Wong is based in Hinsdale, Illinois.
Is Dale Wong registered with the SEC?
Yes. Dale Wong is registered as an investment adviser representative in AZ, IL and TX (CRD 6979862), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Missio Investment Management manage?
Missio Investment Management reports $24.2M across 31 accounts in assets under management.
How do I contact Dale Wong?
Through Dale's website, www.missioim.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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