Bank / Wealth / TrustRIA · CRD 139618SEC-Registered

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Pasqua Wealth Solutions

Pasqua Wealth Solutions launched in 2006 and operates from New York as a registered investment advisor. The firm deliberately narrows its client base to...

Pasqua Wealth Solutions logo

Pasqua Wealth Solutions

Pasqua Wealth Solutions launched in 2006 and operates from New York as a registered investment advisor. The firm deliberately narrows its client base to business owners — a cohort with concentrated, illiquid wealth tied to a single operating entity. That client focus distinguishes it from generalist wealth managers serving W-2 executives or retirees. The firm's strategy pivots on a proprietary diagnostic it calls 'Net Worth Drag.' In practice, this means analyzing how tax structure, exit planning, reinvestment cadence, and estate vehicles interact within a privately held business. Pasqua provides portfolio management and financial planning, though it does not publicly disclose the specific asset-class mix, typical allocation ranges, or use of third-party managers. Without named portfolio holdings or confirmed fund commitments, the observable investment posture remains opaque. Team size, additional offices, and total regulatory assets under management are not published. The firm's Form ADV, the clearest window into its scale and operations, was not available for this review. No adjacent philanthropic vehicles, club memberships, or operating affiliates were identified. Structurally, Pasqua occupies an unusual position: an RIA with a single-persona client mandate but no visible thought leadership, event presence, or published track record. That quiet profile — absent investor letters, white papers, or named principals — itself functions as a differentiator, forcing any prospective allocator or co-investor to rely entirely on a direct relationship rather than public signaling.

General information

Firm type

Bank / Wealth / Trust

Year founded

2006

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Palm City

Corporate office

New York, United States

Frequently asked questions

Who runs investment decisions at Pasqua Wealth Solutions?

The firm does not publicly name its founder, CIO, or any investment committee members. All investment and planning services appear to be delivered under the corporate entity without attributed principals.

What is Pasqua Wealth Solutions' 'Net Worth Drag' framework?

It is the firm's proprietary diagnostic for business owners, focused on identifying structural inefficiencies — tax exposure, illiquidity, suboptimal reinvestment — that erode the net worth of an operating company and its owner over time. No white papers or detailed methodology are published.

Does Pasqua Wealth Solutions manage assets for institutional investors?

No. The firm's disclosed client base is limited to high-net-worth individuals, business owners, pension and profit-sharing plans, trusts, and estates. There is no indication of institutional separate accounts or commingled funds.

Is Pasqua Wealth Solutions a single-family office?

No. It is a registered investment advisor and wealth manager serving multiple external clients, primarily business owners, from a single office in New York.

How does Pasqua Wealth Solutions source clients?

Client acquisition channels are not publicly disclosed. The firm's website is structured as a direct landing page for business owners, suggesting inbound digital or referral-based sourcing rather than intermediary or institutional channels.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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