Moralis Technologies provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Moralis Technologies reports 67 clients. They include 42 individual clients, 18 high-net-worth individuals and 7 charitable organizations. Of its assets, 100.0% ($103M across 118 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 11% |
| High-net-worth individuals | 27% | 54% |
| Charitable organizations | 10% | 35% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 42 | $11.3M | 10.9% | $268K |
| High-net-worth individuals | 18 | $55.5M | 53.9% | $3.09M |
| Charitable organizations | 7 | $36.2M | 35.2% | $5.18M |
| Total | 67 | $103M | 100% | $1.54M |
- Clients
- 42
- Regulatory AUM
- $11.3M
- AUM share
- 10.9%
- Avg. per client
- $268K
- Clients
- 18
- Regulatory AUM
- $55.5M
- AUM share
- 53.9%
- Avg. per client
- $3.09M
- Clients
- 7
- Regulatory AUM
- $36.2M
- AUM share
- 35.2%
- Avg. per client
- $5.18M
Total
- Clients
- 67
- Regulatory AUM
- $103M
- AUM share
- 100%
- Avg. per client
- $1.54M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Moralis Technologies charges 0.40%–1.65% a year for its Discretionary investment advisory services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Annual rate |
|---|---|
| $0–$100K | 1.65% |
| $100K–$500K | 1.35% |
| $500K–$1M | 1.00% |
| $1M–$2M | 0.80% |
| $2M–$3.5M | 0.60% |
| $3.5M–$5M | 0.55% |
| $5M–$10M | 0.50% |
| $10M and above | 0.40% |
Fee details and sources
Christopher McMahon owns 75% or more of Moralis Technologies. Christopher McMahon is CEO; the leadership team includes Chief Compliance Officer David Reichert. It has 13 employees, 7 of them in advisory roles.
Leadership
- Christopher McMahonPresident, Chief Executive Officer
- David ReichertChief Compliance Officer
- Megan PetruskaChief Operations Officer
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 13 employees
- 7 in advisory functions
- 7 state-registered reps
- 3 insurance agents
- Owns 75% or more of Moralis Technologies, LLC
Christopher McMahon
Control person · since September 2021
Moralis Technologies’ regulatory assets grew 2060629.6× from $50 (March 2022) to $103M (August 2026); clients rose from 2 to 67 and employees from 9 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Aug 2026August 2026 | $103M | 67 | 13 | 1 |
| Apr 2025April 2025 | $51.9M | 44 | 11 | 2 |
| May 2024May 2024 | $17.2M | 77 | 10 | 4 |
| Mar 2023March 2023 | $132K | 12 | 10 | 2 |
| Mar 2022March 2022 | $50 | 2 | 9 | 1 |
Besides its headquarters, Moralis Technologies has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 650 Washington RD, Suite 8000, PittsburghHQ
Other business names
Moralis Technologies has reported 2 other business names to the SEC.
- Aquinas Wealth Advisors
- Trinity Wealth Advisors
Contact and registration details
- Legal name
- Moralis Technologies, LLC
- Headquarters
- 650 Washington RD, Suite 8000, Pittsburgh, PA 15228
- Website
- aquinaswealth.com
- Phone
- 833-730-3700
- SEC file
- 801-122490
- Structure
- Delaware LLC
- Fiscal year end
- December
Moralis Technologies’ named custodian for separately managed accounts is Charles Schwab ($103M). Moralis Technologies does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $103M100%
At year end, Moralis Technologies’ separately managed accounts were largely in stocks (43%) and funds (34%).
What the accounts hold
- Stocks43%
- Funds34%
- Cash23%
How many clients does Moralis Technologies have?
Moralis Technologies has 67 clients and manages $103 million for them, as of August 2026. They include 42 individual clients, 18 high-net-worth individuals and 7 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 August 2026
What services does Moralis Technologies offer?
Moralis Technologies provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Moralis Technologies charge?
Moralis Technologies charges 0.40%–1.65% a year for its Discretionary investment advisory services. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A, filed 12 March 2026
Which custodians does Moralis Technologies use?
Moralis Technologies’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $103M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 August 2026
How many financial advisors does Moralis Technologies have?
Moralis Technologies has 7 investment adviser representatives registered with state securities authorities, out of 13 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Moralis Technologies invest in?
At the end of its last fiscal year, Moralis Technologies’ separately managed accounts held 43% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs) and 23% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Moralis Technologies?
Moralis Technologies’ direct owner is Christopher McMahon (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 August 2026
How does Moralis Technologies get paid?
Moralis Technologies is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Moralis Technologies?
Moralis Technologies’ main office is at 650 Washington RD, Suite 8000, Pittsburgh, PA 15228. Its phone number is 833-730-3700. Its website is aquinaswealth.com.