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 has been SEC-registered since 2021. Public filings and the provided dataset classify the firm as unclassified and indicate it is not designated as a capital allocator. The firm's owner type is recorded to include domestic entities, foreign entities and individuals. The dataset flags several operational characteristics: Aquas Financial does not identify as an active ESG investor, is not marked as a multi-state adviser, is not a newly formed adviser, and is not listed as a pension consultant or a related adviser. Details about its fee schedule, specific advisory activities, client segments, and core business lines were not provided in the source material.
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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