Missionsquare Wealth Management: new SEC registration, Washington, DC
Missionsquare Wealth Management (Washington, District of Columbia): new SEC registration, Washington, DC. Dated 260 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 3 related DC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Missionsquare Wealth Management |
| Legal name | Icma-Rc Services, LLC |
| CRD | 23189 |
| Status | Approved |
| Registered with the SEC | 2026-02-18 |
| Latest Form ADV filing | 2026-07-27 |
| Location | Washington, DC, United States |
| Employees | 208 |
| Website | https://www.missionsquarewealth.com |
| Peer records CSV (4 DC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-18
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Missionsquare Wealth Management and 4 District of Columbia peers
- District of Columbia NewRiaPulse records like this one: 4
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every District of Columbia peer: $800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Missionsquare Wealth Management in Washington, District of Columbia?
Missionsquare Wealth Management received SEC registration as an investment adviser (2026-02-18), based in Washington, DC.
How does Missionsquare Wealth Management compare to other District of Columbia NewRiaPulse records?
It is 260 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
Missionsquare Wealth Management vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Missionsquare Wealth Management | Washington, DC | 2026-02-18 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.