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MISSIONSQUARE WEALTH MANAGEMENT

WASHINGTON, DC · CRD 23189 · IAPD ↗ · missionsquarewealth.com · 800-669-7444

$0Regulatory AUM
26Advisory reps
208Employees
0Clients
0Planning clients
0Private funds
51States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — MISSIONSQUARE WEALTH MANAGEMENT shrank from 31 to 26 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
95
March 2026 — MISSIONSQUARE WEALTH MANAGEMENT (WASHINGTON, DC) is newly SEC-registered with $0 RAUM and 31 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.