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 (registration year listed as 2021). FINTRX classifies the firm as unclassified and records its ownership as a mix of domestic entity, foreign entity, and individual ownership. The dataset flags the firm as not being a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. The firm did not provide descriptive detail on its advisory activities, fee schedule, or client segmentation in the provided data.

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

    COOCRD 2520569

  • JOHNATHAN HAMPTON

    Chief Revenue OfficerCRD 4697926

  • WAYNE WURTSBAUGH

    Chief Executive OfficerCRD 2629833

Contacts

3 of 9
  • Matthew Hoang

    Registered RepresentativeCRD 8118062

  • PAUL COGBILL

    ConsultantCRD 2332565

  • 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