PASQUA WEALTH SOLUTIONS

Overview

Pasqua Wealth Solutions is an independent, sole-proprietorship RIA that mixes accounting and advisory work to serve high-net-worth individuals, families and a smaller institutional segment. The firm charges fees as a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, pension consulting support and educational workshops. Investment activity is equity‑centric: the advisory practice favors exchange‑traded equities for core exposure and supplements those positions with mutual funds. The firm manages a mix of discretionary mandates and non‑discretionary accounts, which supports both active portfolio management and consultative relationships where clients retain final decision authority. Pasqua Wealth Solutions does not present itself as a multi‑state ESG specialist or as a capital allocator to third‑party private fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices