# Moralis Technologies, LLC

> Moralis Technologies, LLC is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 316221
- Filed as: MORALIS TECHNOLOGIES, LLC
- Also doing business as: AQUINAS WEALTH ADVISORS, TRINITY WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316221
- AdvisorCensus page: https://advisorcensus.com/firm/moralis-technologies-llc-pittsburgh-pa-316221

## Quick answers

**How is Moralis Technologies, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Moralis Technologies, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Moralis Technologies, LLC located?**
Moralis Technologies, LLC's principal office is in Pittsburgh, PA, according to its Form ADV.

**Is Moralis Technologies, LLC registered with the SEC or a state?**
Moralis Technologies, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316221.

**How much does Moralis Technologies, LLC manage?**
Moralis Technologies, LLC reports $103,031,482 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**How have Moralis Technologies, LLC's assets and staff changed since 2022?**
In the Form ADV data for Moralis Technologies, LLC: Regulatory assets under management: $50 in the October 2022 data and $103,031,482 in the October 2026 data, up 206062864%. Total employees: 9 in October 2022 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Moralis Technologies, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (18); charitable organizations (7).

**Which custodians does Moralis Technologies, LLC use?**
Moralis Technologies, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Moralis Technologies, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/316221

**Does Moralis Technologies, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "Moralis does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."

**What changed in Moralis Technologies, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $51,923,678 to $103,031,482 (+98%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: None

> Moralis does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $103,031,482
- Discretionary: $103,031,482
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $11,262,625 |
| High net worth individuals | 18 | $55,535,610 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 7 | $36,233,247 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (4 years)
- Employees: 13 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, KS, NJ, NY, PA, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aquinaswealth.com
- Facebook @aquinaswealth
- Instagram @aquinaswealthadvisors
- LinkedIn @aquinas-wealth-advisors
- X @AquinasWealth
- YouTube @aquinaswealthadvisors2053

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $50 | 9 | September 22, 2022 |
| October 2023 | $131,638 | 10 | October 4, 2023 |
| October 2024 | $17,183,094 | 12 | August 23, 2024 |
| October 2025 | $51,923,678 | 11 | April 18, 2025 |
| October 2026 | $103,031,482 | 13 | August 6, 2026 |

Regulatory assets under management: $50 in the October 2022 data and $103,031,482 in the October 2026 data, up 206062864%.
Total employees: 9 in October 2022 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $51,923,678 to $103,031,482 (+98%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Moralis Technologies, LLC (CRD 316221): Form ADV filing data as of October 2026.