Decota Wealth Management, LLC
Decota Wealth Management, LLC (CRD# 169784) is a financial advisory firm headquartered in Petaluma, CA. They manage $96,088,000 in 350 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management96MILLION
Total Number of Accounts350ACCOUNTS
Average Account Value$274,537
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
James Decota (CRD# 4651010) is an Investment Advisor Representative working at Decota Wealth Management, LLC in Petaluma, CA and has over 14 years of experience in the finance industry.