DECISIONAL WEALTH ADVISORS LLC
CRD #326684 SEC #801-128128 ROCHESTER, NY 585-662-3123
SEC Registered
Total AUM
$12.5M
Discretionary
$12.5M
Employees
2
Clients
0
Accounts
43
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2023 | $12.5M | $12.5M | $0 | 2 | 0 |
| Oct 2023 | $12.5M | $12.5M | $0 | 2 | 0 |
| Sep 2023 | $12.5M | $12.5M | $0 | 2 | 0 |
| May 2023 | $0 | $0 | $0 | 2 | 0 |
| May 2023 | $0 | $0 | $0 | 2 | 0 |
DateNov 2023
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees2
Clients0
DateSep 2023
Total AUM$12.5M
Discretionary$12.5M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0