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AQUA CAPITAL ADVISORS

LOS ANGELES, CA · CRD 151887 · IAPD ↗ · 310-492-9680

$143.8MRegulatory AUM
2Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2024 — AQUA CAPITAL ADVISORS (LOS ANGELES, CA) is newly SEC-registered with $120.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.