Aquas Financial, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Plano, Texas
CRD number
311274
Registered since
August 12, 2021

Firm profile

FINTRX

Overview

Aquas Financial, LLC is organized as a limited liability company and is registered with the SEC as of 2021. The firm’s ownership is recorded to include domestic entities, foreign entities and individuals. The dataset classifies the adviser as “unclassified” and provides limited detail about its business or advisory activities. Available disclosures indicate Aquas Financial does not present itself as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or newly formed adviser. The firm supplied no further narrative on strategy, client types, or service offerings in the provided dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Steven Alsedek

    Steven Alsedek

    COOCRD 2520569

  • Johnathan Hampton

    Johnathan Hampton

    Chief Revenue OfficerCRD 4697926

  • Wayne Wurtsbaugh

    Wayne Wurtsbaugh

    Chief Executive OfficerCRD 2629833

Contacts

3 of 9
  • Matthew Hoang

    Registered RepresentativeCRD 8118062

  • Paul Cogbill

    ConsultantCRD 2332565

  • Joshua Wilkinson

    Joshua Wilkinson

    Registered RepresentativeCRD 6990656

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
5905 Legacy Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth