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).
Current Firm Details
Decota Wealth Management, LLC
By the Numbers
-
Total Assets Under Management96MILLION
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Total Number of Accounts350ACCOUNTS
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Average Account Value$274,537
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Decota Wealth Management, LLC
No Advisor Found.
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