{"url":"https://nivawealth.com/firms/moralis-technologies-316221","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/316221","regulatoryAum":103031482,"crd":"316221","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7867398","suffix":null,"lastName":"Chominski","firstName":"Jessica","middleName":null},{"crd":"4441372","suffix":null,"lastName":"DUKES","firstName":"GREGORY","middleName":"ROBERT"},{"crd":"6233195","suffix":null,"lastName":"FULKMAN","firstName":"NATHAN","middleName":"LOUIS"},{"crd":"7987193","suffix":null,"lastName":"Howells","firstName":"Tyler","middleName":null},{"crd":"5742812","suffix":null,"lastName":"KASIMIRSKY","firstName":"MARK","middleName":"WILLIAM"},{"crd":"1637681","suffix":null,"lastName":"MCMAHON","firstName":"CHRISTOPHER","middleName":"SEAN"},{"crd":"6345536","suffix":null,"lastName":"MCMAHON","firstName":"JACK","middleName":"H"},{"crd":"6110998","suffix":null,"lastName":"McMahon","firstName":"William","middleName":"Moses"},{"crd":"5041200","suffix":null,"lastName":"PETRUSKA","firstName":"MEGAN","middleName":"MARIE"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-03-21","regulatoryAum":50,"clients":2,"employees":9,"offices":1},{"filedOn":"2023-03-29","regulatoryAum":131638,"clients":12,"employees":10,"offices":2},{"filedOn":"2024-05-01","regulatoryAum":17183094,"clients":77,"employees":10,"offices":4},{"filedOn":"2025-04-18","regulatoryAum":51923678,"clients":44,"employees":11,"offices":2},{"filedOn":"2026-08-06","regulatoryAum":103031482,"clients":67,"employees":13,"offices":1}],"secFileNumber":"801-122490","legalName":"Moralis 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2021."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":1,"addresses":[{"street":"650 Washington RD, Suite 8000","city":"Pittsburgh","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"833-730-3700","stateRegisteredReps":7,"otherAdviserReps":7,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":43},{"label":"Securities issued by registered investment companies or business development companies","percent":34},{"label":"Cash and cash equivalents","percent":23}],"privateFunds":0},"sources":{"adv1FilingDate":"6 August 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Moralis Technologies offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Moralis Technologies charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Moralis Technologies use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Moralis Technologies have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Moralis Technologies invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Moralis Technologies?","answer":"Moralis Technologies’ direct owner is Christopher McMahon (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Moralis Technologies get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Moralis Technologies?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 6 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}