Pasqua Wealth Solutions
SEC RegisteredTo Select the Financial Strategies that will Maximize your Net Worth over time
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial strategies to maximize net worth over time
Who they serve
Business Owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 30 | $14M |
| High Net Worth Individuals | 15 | $37M |
| Charitable Organizations | 8 | $79M |
30 total clients reported on Form ADV.
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Individual: $500,001 to $2,000,000 | 1.00% |
| Individual: Next $3,000,000 | 0.75% |
| Individual: Above $5,000,000 | 0.50% |
| ERISA Plan: First $1,000,000 | 1.25% |
| ERISA Plan: $1,000,001 to $2,000,000 | 1.00% |
| ERISA Plan: $2,000,001 to $3,000,000 | 0.75% |
| ERISA Plan: $3,000,001 to $5,000,000 | 0.55% |
| ERISA Plan: $5,000,001 to $15,000,000 | 0.40% |
| ERISA Plan: $15,000,000 and above | 0.00% |
Data as of February 10, 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. Pasqua Wealth Solutions 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched