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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MORALIS TECHNOLOGIES, LLC

CRD 316221

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae05df95-0750-c6c5-26ec-a5b0abb8cf49

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 9
On other graphs: 0
Observed: Sep 13, 2021 to Aug 6, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.65 fund_share=0.0 institutional_share=0.35 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $103MItem 5.F on the latest filing (2026-08-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $103M
Private client RAUM: $66.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 65%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $11.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 7
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 118
Individual clients: 42
High net worth clients: 18
SEC number: 801-122490
CIK: 2110814
CRD: 316221
Filings on the tape: 25
First filed: Sep 13, 2021
Latest filed: Aug 6, 2026
Organised: Limited Liability Company, DE
Website: aquinaswealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Jessica Chominski	n/a	PITTSBURGH, PA \| WEST CHESTER, PA	0	21	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCMAHON, CHRISTOPHER, SEAN	PRESIDENT, CHIEF EXECUTIVE OFFICER	E	yes	09/2021	Sep 13, 2021	Dec 9, 2024
PETRUSKA, MEGAN, MARIE	CHIEF OPERATIONS OFFICER	Na	yes	10/2021	Oct 27, 2021	Dec 9, 2024
REICHERT, DAVID, JAMES	CHIEF COMPLIANCE OFFICER	Na	no	03/2024	Mar 27, 2024	Dec 9, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MFA WEALTH ADVISORS, LLC	n/a	Independent wealth	$605M	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
FLEMING ISLAND	FL	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$103M	$103M	13	7	0	n/a	n/a
2024	Apr 18, 2025	$51.9M	$51.9M	11	8	1	n/a	n/a
2023	Mar 27, 2024	$17.2M	$17.2M	10	7	2	n/a	n/a
2022	Mar 29, 2023	$131,638	$131,638	10	7	1	n/a	n/a
2021	Mar 21, 2022	$50	$50	9	9	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	11.1%	0	0	0	3	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$103M	$51.9M	98.4%	$131,638	821.6%	13	11	0	1

Relationships

Affiliated with (2)

→ MFA WEALTH ADVISORS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← MFA WEALTH ADVISORS, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (14)

← Sonny Joshua DeMasiAdvisorregistration: current employment
Jul 17, 2026 to presentfactForm ADV
← JACK H MCMAHONAdvisorregistration: current employment
Jun 5, 2026 to presentfactForm ADV
← Jessica ChominskiAdvisorregistration: current employment
Mar 19, 2026 to presentfactForm ADV
← William Moses McMahonAdvisorregistration: current employment
Nov 10, 2025 to presentfactForm ADV
← NATHAN LOUIS FULKMANAdvisorregistration: current employment
Jun 5, 2024 to presentfactForm ADV
← GREGORY ROBERT DUKESAdvisorregistration: current employment
Nov 24, 2021 to presentfactForm ADV
← MEGAN MARIE PETRUSKAAdvisorregistration: current employment
Nov 24, 2021 to presentfactForm ADV
← MARK WILLIAM KASIMIRSKYAdvisorregistration: current employment
Nov 24, 2021 to presentfactForm ADV
← CHRISTOPHER SEAN MCMAHONAdvisorregistration: current employment
Oct 18, 2021 to presentfactForm ADV
← Gregory Joseph BronsonAdvisorregistration: previous registration
Jan 3, 2023 to Nov 10, 2025factForm ADV
← Charles Lee DavisAdvisorregistration: previous registration
Sep 8, 2022 to May 30, 2025factForm ADV
← JAY ANDREW FUNYAKAdvisorregistration: previous registration
Jun 5, 2024 to Apr 17, 2025factForm ADV
← Sean Albert TomkoAdvisorregistration: previous registration
Jan 24, 2024 to Feb 23, 2024factForm ADV
← Mary Elizabeth KeeganAdvisorregistration: previous registration
Nov 24, 2021 to Sep 22, 2022factForm ADV

Controls (2)

← MCMAHON, CHRISTOPHER, SEANOwnerPRESIDENT, CHIEF EXECUTIVE OFFICER, ownership code E, individual
Sep 13, 2021 to Dec 9, 2024factForm ADV
← PETRUSKA, MEGAN, MARIEOwnerCHIEF OPERATIONS OFFICER, ownership code NA, individual
Oct 27, 2021 to Dec 9, 2024factForm ADV

Owns (1)

← REICHERT, DAVID, JAMESOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2024 to Dec 9, 2024factForm ADV

Dated events

Occurred
Nov 10, 2025
Advisor changed firm
Gregory Joseph Bronson left Moralis Technologies, Llc for Hill Country Kingdom Advisors (registered 2026-02-10)
Form ADVobserved 4 days ago
Occurred
May 30, 2025
Advisor changed firm
Charles Lee Davis left Moralis Technologies, Llc for Hapanowicz Financial (registered 2025-07-28)
Form ADVobserved 4 days ago
Occurred
Apr 17, 2025
Advisor changed firm
Jay Andrew Funyak left Moralis Technologies, Llc for Lpl Financial Llc (registered 2025-04-17)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2024
Control person joined
James David Reichert (Chief Compliance Officer) appeared on Schedule A of Moralis Technologies, Llc
Form ADVobserved 4 days ago
Occurred
Feb 23, 2024
Advisor changed firm
Sean Albert Tomko left Moralis Technologies, Llc for Northwestern Mutual Investment Services,Llc (registered 2024-08-02)
Form ADVobserved 4 days ago
Occurred
Sep 22, 2022
Control person left
Elizabeth Mary Keegan (Chief Compliance Officer And Chief Counsel) no longer on Schedule A of Moralis Technologies, Llc (listed 2022-09-22, absent 2022-09-22)
Form ADVobserved 4 days ago
Occurred
Sep 22, 2022
Advisor changed firm
Mary Elizabeth Keegan left Moralis Technologies, Llc for Waldron Private Wealth (registered 2022-10-20)
Form ADVobserved 4 days ago
Occurred
Oct 27, 2021
Control person joined
Marie Megan Petruska (Chief Operations Officer) appeared on Schedule A of Moralis Technologies, Llc
Form ADVobserved 4 days ago
Occurred
Sep 13, 2021
First Form ADV filing
Aquinas Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ae05df95-0750-c6c5-26ec-a5b0abb8cf49
First observed: Sep 13, 2021
Last observed: Aug 6, 2026 44 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MORALIS TECHNOLOGIES, LLC

CRD 316221

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ae05df95-0750-c6c5-26ec-a5b0abb8cf49

Data as of Aug 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:42 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Jessica Chominski

n/a

PITTSBURGH, PA | WEST CHESTER, PA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCMAHON, CHRISTOPHER, SEAN

PRESIDENT, CHIEF EXECUTIVE OFFICER

yes

09/2021

Sep 13, 2021

Dec 9, 2024

PETRUSKA, MEGAN, MARIE

CHIEF OPERATIONS OFFICER

yes

10/2021

Oct 27, 2021

Dec 9, 2024

REICHERT, DAVID, JAMES

CHIEF COMPLIANCE OFFICER

03/2024

Mar 27, 2024

Dec 9, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MFA WEALTH ADVISORS, LLC

n/a

Independent wealth

$605M

yes

n/a

City

State

Country

Employees

Also broker-dealer

FLEMING ISLAND

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$103M

n/a

2024

Apr 18, 2025

$51.9M

n/a

2023

Mar 27, 2024

$17.2M

n/a

2022

Mar 29, 2023

$131,638

n/a

2021

Mar 21, 2022

$50

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$103M

$51.9M

98.4%

$131,638

821.6%