# Pasqua Wealth Solutions

> 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.

- CRD: 139618
- Filed as: PASQUA WEALTH SOLUTIONS
- Legal name: Pasqua, Thomas
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Palm City, FL
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139618
- AdvisorCensus page: https://advisorcensus.com/firm/pasqua-wealth-solutions-palm-city-fl-139618

## Quick answers

**How 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

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

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

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: $129,719,815
- Discretionary: $50,811,860
- Non-discretionary: $78,907,955

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $14,076,356 |
| High net worth individuals | 15 | $36,735,504 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $78,907,955 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pasquawealthsolutions.com

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pasqua Wealth Solutions (CRD 139618): Form ADV filing data as of October 2026.