# Pasqua Wealth Solutions

Pasqua Wealth Solutions is a Bank / Wealth / Trust based in Palm City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Palm City, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** pasquawealthsolutions.com
- **LinkedIn:** https://www.linkedin.com/company/pasquawealthsolutions

## Regulatory record

- **CRD number:** 139618
- **SEC file number:** 801-135275
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-10T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/139618

## About

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.

## 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.

## Related profiles

- [Paspalis Capital](https://altss.com/profile/paspalis-capital)
- [Passion Capital](https://altss.com/profile/passion-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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