SourcingSourcing

MORALIS TECHNOLOGIES, LLC

B55
CRD 316221·SEC 801-122490·PITTSBURGH, PA
AUM
$103.0M
$100M-$500M
Est. Revenue
$1.0M
@ 1% on AUM
Est. EBITDA
$309K
@ 30% margin
Est. Deal Value
$2.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MORALIS TECHNOLOGIES, LLC
CRD
316221
SEC file #
801-122490
EIN
—
DBA names
—

Economics

AUM
$103.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$50 → $103.0M▲ +206062864%
Client mix
Individuals Other42
Individuals High Net Worth18
Charitable Organizations7

Operations

Employees (total)
13
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'22'26
3 advisors → 7 advisors▲ +133%
Primary office
PITTSBURGH PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
aquinaswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCMAHON, CHRISTOPHER, SEAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MCMAHON, CHRISTOPHER, SEAN
PETRUSKA, MEGAN, MARIE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AQUINASWEALTH.COM
Rdap Domain Creation Date
2020-10-13T16:25:56Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4362
Soi Zip Pct 200k Plus
0.1989
Soi Zip Returns 200k Plus
1,760
Soi Zip Total AGI
1,317,019
Fdic Zip Total Deposits
8,912,580,000
Fdic Zip Branch Count
155
Fdic Zip Top Banks
Citizens Bank of Pennsylvania
The Huntington National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Fidelity Savings BankPittsburgh, PA
Bell Federal Savings and Loan AssociationMt. Lebanon, PA
Fdic Zip HHI
777.22
Fdic Zip Top Bank Share Pct
14.6
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-13T16:25:56Z
Rdap Domain Last Changed
2024-10-18T20:56:40Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI20,289
Returns1,970
Stub 2
AGI49,937
Returns1,330
Stub 3
AGI56,553
Returns920
Soi Zip Total Business Income
48,110
Soi Zip Total Cap Gains
62,890
Soi Zip Total Dividends
38,667
Soi Zip Total Returns
8,850
Top Owner CRD
1637681
Trust Company Affiliate
No

People (9)

9
MCMAHON, CHRISTOPHER, SEAN
IAR · Direct Owner · 87.5%
1637681
PETRUSKA, MEGAN, MARIE
IAR · Executive Officer · 2.5%
5041200
DAVID JAMES REICHERT
Executive Officer · 2.5%
5967692
MARK WILLIAM KASIMIRSKY
IAR
5742812
GREGORY ROBERT DUKES
IAR
4441372
NATHAN LOUIS FULKMAN
IAR
6233195
BOHDAN WILLIAM STONE
IAR
437242
William Moses McMahon
IAR
6110998
Jessica Chominski
IAR
7867398