Investment adviser · CRD 169784

DECOTA WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

PETALUMA, CA, United States · Form ADV filed Aug 29, 2014

Regulatory AUM
$82M
Form ADV · Item 5.F
Client accounts
378
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 29, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Fixed

Principal office

140 2ND STREET, SUITE 310
PETALUMA, CA, 94952, United States

CRD 169784

Filing source

Form ADV 841362 · Aug 29, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.