Aquinas Wealth Advisors

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

650 Washington Rd Ste 1000, Pittsburgh, ...

Phone Number

+55 8337303700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
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1

About Aquinas Wealth Advisors

Aquinas Wealth Advisors specializes in providing tailored investment strategies that align with Catholic values, empowering clients to integrate their faith with their financial decisions. They offer transparency in investment activities and a comprehensive values-based planning process, ensuring that clients' portfolios reflect their beliefs while achieving financial goals. The firm operates as a fiduciary, prioritizing clients' best interests without receiving commissions or compensation from specific products. Their services include a free Faith & Finance Score to help clients understand how their investments align with Catholic moral teachings.Explore more
Aquinas Wealth Advisors's Social MediaPopular SearchesAquinas Wealth Advisors LLCAquinas Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Aquinas Wealth Advisors Org Chart

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Senior Institutional Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Aquinas Wealth Advisors

<$5M
11-50
Private
-
2021
$6.9M
11-50
Private
-
-
WM
Wanda MercadoClient Service Manager
$5M
11-50
Private
-
2012
Scott Hurwitz, President at Alliance Wealth Advisors
Scott HurwitzPresident
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
NC
Nicholas CarrDirector, Operations
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Aquinas Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Aquinas Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Aquinas Wealth Advisors.

Aquinas Wealth Advisors Tech Stack

A closer look at the technologies used by Aquinas Wealth Advisors

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Frequently Asked Questions Regarding Aquinas Wealth Advisors

What is Aquinas Wealth Advisors's official website?
Aquinas Wealth Advisors's official website is www.aquinaswealth.com
What is Aquinas Wealth Advisors's Revenue?
Aquinas Wealth Advisors's revenue is <$5 Million
What is Aquinas Wealth Advisors's SIC code?
Aquinas Wealth Advisors's SIC: 62,628
What is Aquinas Wealth Advisors's NAICS code?
Aquinas Wealth Advisors's NAICS: 52,523
How many employees does Aquinas Wealth Advisors have?
Aquinas Wealth Advisors has 11-50 employees
What industry does Aquinas Wealth Advisors belong to?
Aquinas Wealth Advisors is in the industry of: Finance, Securities Trading
What is Aquinas Wealth Advisors competition?
Aquinas Wealth Advisors top competitors include: Schneider Wealth Strategies, Flagship Capital Advisors, Apollo Wealth Advisors, Holliger Financial Consultants
What technology does Aquinas Wealth Advisors use?
Some of the popular technologies that Aquinas Wealth Advisors uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Font API
How do I contact Aquinas Wealth Advisors?
Aquinas Wealth Advisors contact info: Phone number: +55 8337303700 Website: www.aquinaswealth.com
What does Aquinas Wealth Advisors do?

Aquinas Wealth Advisors specializes in providing tailored investment strategies that align with Catholic values, empowering clients to integrate their faith with their financial decisions. They offer transparency in investment activities and a comprehensive values-based planning process, ensuring that clients' portfolios reflect their beliefs while... achieving financial goals. The firm operates as a fiduciary, prioritizing clients' best interests without receiving commissions or compensation from specific products. Their services include a free Faith & Finance Score to help clients understand how their investments align with Catholic moral teachings.Read More

What are Aquinas Wealth Advisors social media links?
Aquinas Wealth Advisors Linkedin page Aquinas Wealth Advisors Facebook page
Is Aquinas Wealth Advisors a public company?
Aquinas Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Aquinas Wealth Advisors

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