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 an investment adviser since 2021. The firm’s ownership is listed across domestic and foreign entity categories as well as an individual owner, but the firm's regulatory classification is shown as unclassified. Public filings and the FINTRX snapshot provide limited detail about the firm’s business model: fields for client types, fee arrangements, advisory activities and other business lines were not populated. The snapshot flags several operational attributes: Aquas Financial is not identified as a capital allocator, does not report being an active ESG investor, and is not designated a multi-state adviser. It also is not recorded as a pension consultant or as a related adviser to another registered entity. Those entries, combined with the sparse disclosure on services and strategy, indicate there is little publicly available information about how the firm sources mandates or structures its advisory offerings.
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
Wayne Wurtsbaugh
Chief Executive OfficerCRD 2629833

Johnathan Hampton
Chief Revenue OfficerCRD 4697926

Steven Alsedek
COOCRD 2520569
Contacts
3 of 9
Gary Cuccia
PresidentCRD 1386493
Michael Fischer
Registered RepresentativeCRD 3042837

Brian Hutchins
RepresentativeCRD 6678992
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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