PASQUA, THOMAS
DBA: PASQUA WEALTH SOLUTIONS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $129.7M |
| Discretionary | $50.8M39% of AUM |
| Non-Discretionary | $78.9M |
| Client Accounts | 53 |
| Avg Account Size | $2.4M |
| Employees | 3 |
| Peak AUM | $129.7MJan 2026 |
AUM by Client Type
Total AUM
$130M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $130M | 0.0% | — | — | — |
| Discretionary AUM | $51M | 0.0% | |||
Key Metrics
| Total AUM | $129.7M |
| Discretionary | $50.8M |
| Employees | 3 |
| Client Accounts | 53 |
| Client Range | 26-50 |
Contact & Location
Address
1602 NW SWEETBAY CIR
PALM CITY FL 34990
Phone
(914) 461-3336
Filing History
4 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$51M
39.2% of AUM
Non-Discretionary
$79M
60.8% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Commodity Pool Operator