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).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Decota Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James C. Decota
CRD#: 4651010
140 2nd Street, Suite 310, Petaluma, CA 94952
93
Wealthminder
score

James Decota (CRD# 4651010) is an Investment Advisor Representative working at Decota Wealth Management, LLC in Petaluma, CA and has over 13 years of experience in the finance industry.

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