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PASQUA WEALTH SOLUTIONS
Legal name: PASQUA, THOMAS
CRD 139618File 801-135275
APPROVED
Retail clients
Filing as of Feb 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$129.7M
Bottom 25% of cohort (national)
Discretionary AUM
$50.8M
Non-discretionary $78.9M
Clients
53
53 accounts
Employees
3
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Sole Proprietorship
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Feb 11, 2026
- Principal office
- 1602 NW SWEETBAY CIR, PALM CITY, FL, 34990
- Phone
- (914) 461-3336
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $129.7M
- Discretionary AUM
- $50.8M
- Non-discretionary AUM
- $78.9M
- Discretionary accounts
- 45
- Non-discretionary accounts
- 8
- Total accounts
- 53
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $36.7M |
| Pension and profit sharing plans | 8 | $78.9M |
| Individuals (other than high net worth individuals) | 30 | $14.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.