{
  "crd_number": 139618,
  "slug": "pasqua-wealth-solutions-palm-city-fl-139618",
  "primary_business_name": "PASQUA WEALTH SOLUTIONS",
  "legal_name": "PASQUA, THOMAS",
  "dbas": [],
  "city": "Palm City",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "38940",
  "metro": {
    "cbsa_code": "38940",
    "common_name": "Port St. Lucie",
    "msa_name": "Port St. Lucie, FL",
    "path": "/advisors/fl/port-st-lucie"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-02-11",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-02-10",
  "carried_forward": false,
  "raum_total": 129719815.0,
  "raum_discretionary": 50811860.0,
  "raum_non_discretionary": 78907955.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 14076356.0,
      "count": 30
    },
    "pension_profit_sharing": {
      "raum": 78907955.0,
      "count": 8
    },
    "high_net_worth_individuals": {
      "raum": 36735504.0,
      "count": 15
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://pasquawealthsolutions.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139618",
  "city_as_filed": "PALM CITY",
  "url": "https://advisorcensus.com/firm/pasqua-wealth-solutions-palm-city-fl-139618",
  "display_name": "Pasqua Wealth Solutions",
  "summary": "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.",
  "citation": "AdvisorCensus. Pasqua Wealth Solutions (CRD 139618): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Pasqua Wealth Solutions compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pasqua Wealth Solutions reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Pasqua Wealth Solutions located?",
      "a": "Pasqua Wealth Solutions' principal office is in Palm City, FL, according to its Form ADV."
    },
    {
      "q": "Is Pasqua Wealth Solutions registered with the SEC or a state?",
      "a": "Pasqua Wealth Solutions is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 139618."
    },
    {
      "q": "How much does Pasqua Wealth Solutions manage?",
      "a": "Pasqua Wealth Solutions reports $129,719,815 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (39% discretionary)."
    },
    {
      "q": "What types of clients does Pasqua Wealth Solutions serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Pasqua Wealth Solutions use?",
      "a": "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."
    },
    {
      "q": "Does Pasqua Wealth Solutions report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Pasqua Wealth Solutions' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/pasqua-wealth-solutions-palm-city-fl-139618.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 30,
      "fewer_than_5": false,
      "raum": 14076356.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 36735504.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 78907955.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139618",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}