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 (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
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 3STEVEN 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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