Aqua Advisors LLC

RIASEC Registered

Total AUM

$299M

Discretionary

$19.6M

7% of AUM

Avg account

$1.1M

Accounts

278

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 285399
Registered since: January 4, 2021
Custodians: CITIGROUP GLOBAL MARKETS INC., STONEX SECURITIES INC., MORGAN STANLEY & CO. LLC, UBS FINANCIAL SERVICES INC., J.P. MORGAN SECURITIES INC., PERSHING LLC, SANTANDER SECURITIES LLC, SABADELL SECURITIES USA, INC., CREDICORP CAPITAL LLC, D&P CORREDORES DE BOLSA, XP INVESTMENTS US, LLC, BANCO ITAU URUGUAY S.A., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI100%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Aqua Advisors LLC is an independent, owner-operated limited liability company registered with the SEC in 2021. The firm provides portfolio management primarily for individuals and small businesses and structures fees as a mix of percentage-of-AUM, fixed fees, and performance‑based arrangements. Aqua identifies its client base as individuals and families and does not position itself as an ESG-focused manager or a capital allocator; instead it places client capital with external managers when appropriate.