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 appears on SEC records with a 2021 registration year. Ownership is recorded in the data as a combination of domestic entity, foreign entity and individual interests; the firm is otherwise listed as "Unclassified" in its filer profile. The snapshot indicates Aquas is not positioned as a capital allocator, is not flagged as an active ESG investor, and is not set up as a multi-state adviser, pension consultant, or related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Steven Alsedek

    Steven Alsedek

    COOCRD 2520569

  • Johnathan Hampton

    Johnathan Hampton

    Chief Revenue OfficerCRD 4697926

  • Wayne Wurtsbaugh

    Wayne Wurtsbaugh

    Chief Executive OfficerCRD 2629833

Contacts

3 of 9
  • Matthew Hoang

    Registered RepresentativeCRD 8118062

  • Paul Cogbill

    ConsultantCRD 2332565

  • Joshua Wilkinson

    Joshua Wilkinson

    Registered RepresentativeCRD 6990656

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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