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AQUA ADVISORS LLC

· CRD 285399 · IAPD ↗ · 305 877-7593

$298.8MRegulatory AUM
2Advisory reps
2Employees
51Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — AQUA ADVISORS LLC reported RAUM up 35% ($221.4M -> $298.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — AQUA ADVISORS LLC reported RAUM up 50% ($147.7M -> $221.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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