Pasqua Wealth Solutions: new SEC registration, $130M AUM, Palm City, FL
Pasqua Wealth Solutions (Palm City, Florida): new SEC registration, $130M AUM, Palm City, FL. Its amount of 130 is below the median of 134 (47th percentile). Dated 266 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 130 · 47th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Pasqua Wealth Solutions |
| Legal name | Pasqua, Thomas |
| CRD | 139618 |
| Status | Approved |
| Registered with the SEC | 2026-02-11 |
| Latest Form ADV filing | 2026-02-10 |
| Location | Palm City, FL, United States |
| Regulatory AUM | $129,719,815 |
| Accounts | 53 |
| Employees | 3 |
| Website | HTTP://WWW.PASQUAWEALTHSOLUTIONS.COM |
| amount percentile | 47th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-11
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Pasqua Wealth Solutions and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Pasqua Wealth Solutions's amount: 47th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $130M under management.
- Website on file.
What is the NewRiaPulse record for Pasqua Wealth Solutions in Palm City, Florida?
Pasqua Wealth Solutions received SEC registration as an investment adviser (2026-02-11) with $129,719,815 in regulatory assets under management, based in Palm City, FL.
How does Pasqua Wealth Solutions compare to other Florida NewRiaPulse records?
Its amount of 130 is below the median (47th percentile); smaller records often move faster and face less competition. It is 266 days old; check the official source for later updates before acting.
Pasqua Wealth Solutions vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Pasqua Wealth Solutions | Palm City, FL | 130 | 47th | 2026-02-11 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.