Moralis Technologies, LLC
SEC RegisteredEMPOWERING CATHOLICS TO ALIGN THEIR FAITH AND FINANCE
About the firm
Aquinas Wealth Advisors provides faith-based investment advisory services, offering transparency into what investments are funding and helping clients realign their portfolios with traditional Catholic values while working to achieve their financial goals. The firm uses a proprietary Faith & Finance Score to show clients how their investments align with their values, and works as a fiduciary with a tech-savvy approach to portfolio management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Faith & Finance Score assessment, values-based financial planning, portfolio realignment to faith-aligned investments, comprehensive financial planning, and account management through a fiduciary relationship
Who they serve
Catholics who want to align their investments with traditional Catholic values
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 42 | $11M |
| High Net Worth Individuals | 18 | $56M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $100,000 | 1.65% |
| Next $400,000 | 1.35% |
| Next $500,000 | 1.00% |
| Next $1,000,000 | 0.80% |
| Next $1,500,000 | 0.60% |
| Next $1,500,000 | 0.55% |
| Next $5,000,000 | 0.50% |
| Above $10,000,000 | 0.40% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Moralis Technologies, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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