Aquas Financial, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 311274
- Registered since
- August 12, 2021
- Website
- www.aquasblue.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Steven Alsedek
COOCRD 2520569

Johnathan Hampton
Chief Revenue OfficerCRD 4697926

Wayne Wurtsbaugh
Chief Executive OfficerCRD 2629833
Contacts
3 of 9Matthew Hoang
Registered RepresentativeCRD 8118062
Paul Cogbill
ConsultantCRD 2332565

Joshua Wilkinson
Registered RepresentativeCRD 6990656
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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