Investment adviser · CRD 23189
MISSIONSQUARE WEALTH MANAGEMENT
Investment adviser filing (IA)
ICMA-RC SERVICES, LLC
WASHINGTON, DC, United States · Form ADV filed Jul 27, 2026
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 208 Reported in this filing
- Advisory professionals
- 26 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | Fewer than 5 | $0 | Not reported |
| High-net-worth individuals | Fewer than 5 | $0 | Not reported |
Filing source
Form ADV 2113643 · Jul 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
777 NORTH CAPITOL STREET, NEWASHINGTON, DC, 20002, United States
CRD 23189
Filing source
Form ADV 2113643 · Jul 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.