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AQUA ADVISORS LLC
CRD 285399File 801-120092
APPROVED
Retail clients
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$298.8M
Below cohort median (national)
Discretionary AUM
$19.6M
Non-discretionary $279.2M
Clients
51
278 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 4, 2021
- Principal office
- Not reported
- Phone
- 305 877-7593
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $298.8M
- Discretionary AUM
- $19.6M
- Non-discretionary AUM
- $279.2M
- Discretionary accounts
- 12
- Non-discretionary accounts
- 266
- Total accounts
- 278
- AUM per client
- $5.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 51 | $298.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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.