PALM CITY, FLCRD 139618Latest ADV February 10, 2026
Pasqua Wealth Solutions is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Palm City, FL. Its latest Form ADV filing, dated February 10, 2026, reports $130M in regulatory assets under management, 3 employees, and 53 accounts.
Assets Under Management
$130M
Employees
3
Offices
--
Total Clients
53
Primary office
PALM CITY, FL
1602 NW SWEETBAY CIR, PALM CITY, FL, United States
Top client segmentIndividuals represent 56.6% of total clients.
Top client categories% of clientsClients
1
Individuals
56.6%
30
2
HNWI
28.3%
15
3
Pension Plans
15.1%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of February 10, 2026
Discretionary39.2%
$51M
39% of total RAUM39.2%
Non-discretionary60.8%
$79M
61% of total RAUM60.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$130M
Total Accounts53
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee18:1
10Y Employee Change—
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.