Aquinas Wealth Advisors
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Overview
Aquinas Wealth Advisors operates as an advisory company headquartered in Pittsburgh, Pennsylvania. Aquinas Wealth Advisors oversees $131.6 thousand in assets across 12 customer accounts. The firm has a small group, including 7 financial advisors. Aquinas Wealth Advisors does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial investments like bonds, options and stocks.
Aquinas Wealth Advisors oversees all of the company's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction judgments for the client's account without needing client authorization. The investment advisory firm administers roughly $10,970 for every customer account. The typical financial advisor at Aquinas Wealth Advisors manages about two client accounts, placing it among the most individualized firms in the country.
The company's central office is at 650 Washington Rd, Pittsburgh, Pennsylvania 15228. Aquinas Wealth Advisors is allowed to serve investors throughout 2 states, including California and Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Aquinas Wealth Advisors by the Numbers
$131.6 thousand
10
12
$11.0 thousand
Fee Structure
Financial management fees typically depend on which service is offered. However, fees charged by Aquinas Wealth Advisors typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to retail investors and high net worth investors. Out of its 12 customers, Aquinas Wealth Advisors's largest client is retail investors, though it also serves three high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 25%
- Other Individuals - 75%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Aquinas Wealth Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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