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 an LLC-structured advisory firm that registered with the SEC in 2021. Public data for the firm is sparse: ownership is listed to include domestic entities, foreign entities and individuals, but the firm is otherwise categorized as "Unclassified." The record indicates Aquas Financial does not identify as a capital allocator, is not an active ESG investor, and is not labeled a multi-state or newly formed adviser; it also does not report pension consulting or related-adviser status. The firm has not supplied descriptions of its business activities, advisory services, fee structure or client segments in the available dataset.

Assets & Accounts

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
  • Wayne Wurtsbaugh

    Wayne Wurtsbaugh

    Chief Executive OfficerCRD 2629833

  • Johnathan Hampton

    Johnathan Hampton

    Chief Revenue OfficerCRD 4697926

  • Steven Alsedek

    Steven Alsedek

    COOCRD 2520569

Contacts

3 of 9
  • Gary Cuccia

    Gary Cuccia

    PresidentCRD 1386493

  • Michael Fischer

    Registered RepresentativeCRD 3042837

  • Brian Hutchins

    Brian Hutchins

    RepresentativeCRD 6678992

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