CRD: 139618
Pasqua Wealth Solutions
$129.7M Total AUM
$50.8M Disc. AUM
-- 3Y CAGR
3 Employees
83 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2006
- Office Locations
- 1
Office Locations
1602 NW Sweetbay CIR Palm City FL
About Pasqua Wealth Solutions
Pasqua Wealth Solutions is a Palm City-based RIA. The firm has been operating for 20 years. Managing $129.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$129.7M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
20.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
THOMAS PASQUA
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,811,860 | $1,129,152 |
| Non-Discretionary | $78,907,955 | $9,863,494 |
| Total | $129,719,815 | $2,447,544 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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