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 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
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
Steven 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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