Aqua Advisors LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 17, 2026, reports $299M in regulatory assets under management, 2 employees, and 278 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
51
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$299Mas of March 17, 2026
Discretionary6.6%
$20M
7% of total RAUM6.6%
Non-discretionary93.4%
$279M
93% of total RAUM93.4%
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$299M
Total Accounts278
10Y AUM Change+$299M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee26:1
10Y Employee Change+1 (+100.0%)
* 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.