RIA Intelligence

DECOTA WEALTH MANAGEMENT, LLC

CRD #169784 SEC #801-79240 PETALUMA, CA 707-981-7584
SEC Registered
Total AUM
$82M
Discretionary
$82M
Employees
1
Clients
0
Accounts
378

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 29, 2014
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DECOTA, JAMES, CHRISTOPHERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
DECOTA, JAMES, CHRISTOPHERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
DECOTA, JAMES, CHRISTOPHERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
DECOTA, JAMES, CHRISTOPHERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
DECOTA, JAMES, CHRISTOPHERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Aug 29, 2014 REGISTERED

Notice Filings (1)

CA

Address

140 2ND STREET
SUITE 310
PETALUMA, CA 94952
United States
Phone: 707-981-7584