Patrick Weinert
The Money Mission Limited Liability Company · Washington, District of Columbia
Patrick Weinert is a fee-only financial advisor at The Money Mission Limited Liability Company in Washington, District of Columbia. The Money Mission Limited Liability Company reports charging fixed fees on its Form ADV.
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Facts
| Firm | The Money Mission Limited Liability Company |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model (firm's Form ADV) | Fixed fees |
| SEC registration | Investment adviser representative in DC · CRD 7316969 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
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Questions about Patrick
Is Patrick Weinert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and The Money Mission Limited Liability Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, The Money Mission Limited Liability Company, reports charging fixed fees on its SEC Form ADV.
Where is Patrick Weinert based?
Patrick Weinert is based in Washington, District of Columbia.
Is Patrick Weinert registered with the SEC?
Yes. Patrick Weinert is registered as an investment adviser representative in DC (CRD 7316969), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Patrick Weinert?
Contact details aren't on file yet. Search for The Money Mission Limited Liability Company.
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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