Missionsquare Wealth Management

Registered investment adviser · Washington, DC · CRD #23189

Form ADV data as of 2026-09-01

Regulatory assets

Total accounts

Employees

208

Disclosure events

Firm details

Website: https://www.missionsquarewealth.com
Telephone: 800-669-7444
SEC file number: 801-135346
Most recent Form ADV filing: 2026-07-27
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$0
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$0
Discretionary accounts	0
Non-discretionary accounts	0
Total accounts	0
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	208
Employees performing investment advisory functions (including research)	26
Employees who are registered representatives of a broker-dealer	206
Employees registered as investment adviser representatives with a state	27
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	12
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under management

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)Educational seminars/workshops

Other business activities

Broker-dealer (registered or unregistered)

Affiliated related persons

Other investment adviser (including financial planners)Commodity pool operator or commodity trading advisorTrust company

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest