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Decota Wealth Management, LLC (Petaluma)


Decota Wealth Management, LLC is an adviser based in Petaluma. It manages $82 million of regulatory assets for 378 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

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Decota Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Decota Wealth Management: assets under management

The assets under management (AUM) of Decota Wealth Management, LLC is $82 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $82 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $216.93 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Decota Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Petaluma

The principal office where Decota Wealth Management, LLC performs its advisory services is located at 140 2 Nd Street, Petaluma, CA 94952, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 707-981-7584 or by fax 707-981-8137. The normal business hours are 8:00 am - 4:00pm, friday 8:00am - 2:00pm on Monday - Friday. You can find more information about the New York firm at decotawealth.com.


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