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Pasqua Wealth Solutions
Filed as PASQUA WEALTH SOLUTIONS · Legal name Pasqua, Thomas
Pasqua Wealth Solutions is an SEC-registered investment advisory firm in Palm City, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.
Quick answers
From the filingHow is Pasqua Wealth Solutions compensated?
On its Form ADV (Item 5.E, October 2026), Pasqua Wealth Solutions reports these compensation arrangements: a percentage of assets under its management.
Where is Pasqua Wealth Solutions located?
Pasqua Wealth Solutions' principal office is in Palm City, FL, according to its Form ADV.
Is Pasqua Wealth Solutions registered with the SEC or a state?
Pasqua Wealth Solutions is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 139618.
How much does Pasqua Wealth Solutions manage?
Pasqua Wealth Solutions reports $129,719,815 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (39% discretionary).
What types of clients does Pasqua Wealth Solutions serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (15); pension and profit sharing plans (but not the plan participants or government pension plans) (8).
Which custodians does Pasqua Wealth Solutions use?
Pasqua Wealth Solutions' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.
Does Pasqua Wealth Solutions 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/139618
What changed in Pasqua Wealth Solutions' recent Form ADV filings?
In the March 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated February 10, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$129,719,815 as of October 2026, filing dated February 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Pasqua, Thomas
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- March 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Pasqua Wealth Solutions (CRD 139618): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/pasqua-wealth-solutions-palm-city-fl-139618