MISSIONSQUARE WEALTH MANAGEMENT

ICMA-RC SERVICES, LLC

CRD 23189 · SEC 801-135346

Visit website

777 NORTH CAPITOL STREET, NE, WASHINGTON, DC, 20002, United States

Phone

800-669-7444

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

Discretionary AUM

Team

208 total employees; 26 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-22

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.missionsquarewealth.com
https://www.missionsquare.com
https://www.missionsq.org
https://www.linkedin.com/company/missionsq
https://www.instagram.com/mission.square/
https://www.youtube.com/@mission.square
https://www.facebook.com/missionsq

Official SEC filing: View on IAPD