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DECOTA WEALTH MANAGEMENT, LLC
PETALUMA, CA
707-981-7584
SEC #801-79240Total AUM
$82M
Employees
1Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
140 2ND STREET
SUITE 310
PETALUMA
CA 94952
United States
SUITE 310
PETALUMA
CA 94952
United States
Operating Hours
8:00 AM - 4:00PM, FRIDAY 8:00AM - 2:00PM
Monday - Friday
Monday - Friday
Phone
707-981-7584
Financials
Total AUM
$82M
Accounts
378Discretionary
$82M
Accounts
378Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.