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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 6, 2023
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HARMATUK, JOHN, PAUL | I | CO-OWNER | D | Control |
| HARMATUK, JOHN, PAUL | I | CO-OWNER | D | Control |
| HARMATUK, JOHN, PAUL | I | CO-OWNER | D | Control |
| HARMATUK, JOHN, PAUL | I | CO-OWNER | D | Control |
| HARMATUK, JOHN, PAUL | I | CO-OWNER | D | Control |
| JUDGE, BRANNIGAN, JAMES | I | CO-OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| JUDGE, BRANNIGAN, JAMES | I | CO-OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| JUDGE, BRANNIGAN, JAMES | I | CO-OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| JUDGE, BRANNIGAN, JAMES | I | CO-OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| JUDGE, BRANNIGAN, JAMES | I | CO-OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Nov 6, 2023 REGISTERED
Notice Filings (1)
NY
Address
160 LINDEN OAKSROCHESTER, NY 14625
United States
Phone: 585-662-3123