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MORALIS TECHNOLOGIES, LLC

PITTSBURGH, PA · CRD 316221 · IAPD ↗ · aquinaswealth.com · 833-730-3700

$103.0MRegulatory AUM
7Advisory reps
13Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MORALIS TECHNOLOGIES, LLC reported RAUM up 98% ($51.9M -> $103.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2026 — MORALIS TECHNOLOGIES, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
April 2025 — MORALIS TECHNOLOGIES, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — MORALIS TECHNOLOGIES, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2025 — MORALIS TECHNOLOGIES, LLC reported RAUM up 202% ($17.2M -> $51.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
September 2024 — MORALIS TECHNOLOGIES, LLC grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
May 2024 — MORALIS TECHNOLOGIES, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
April 2024 — MORALIS TECHNOLOGIES, LLC notice-filed in FL, KS, NJ, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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