DECISIONAL WEALTH ADVISORS LLC
Adviser information for DECISIONAL WEALTH ADVISORS LLC last updated from Form ADV on November 6th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | New York, United States |
Employees
Total Number of Employees | 2 |
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Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 2 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 43 | $12.5M |
Non-Discretionary | 0 | $0 |
Total | 43 | $12.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 14 | $7.0M |
HNW Individuals | 5 | $5.5M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUMHourly charges |
Identifiers
SEC RIA File Number | 801-128128 |
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SEC ERA File Number | 801-128128 |
SEC CIK Numbers | None |
SEC CRD Numbers | 326684 |
Legal Entity Identifier | None |
Principal Office
160 LINDEN OAKSROCHESTER
NY
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 585-662-3123, Fax: N/A
Chief Compliance Officer
BRANNIGAN JUDGE
CO-OWNER & CHIEF COMPLIANCE OFFICER
160 LINDEN OAKS
ROCHESTER
NY
United States
Tel:
585-662-3123
Fax:
N/A
B********@**********M
(Full email address available in API data)
Regulatory Contact
JOHN HARMATUK
CO-OWNER
7000 E. GENESEE STREET
CU-07
FAYETTEVILLE
NY
United States
Tel:
315-877-0554
Fax:
N/A
J***@**********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
JUDGE, BRANNIGAN, JAMES | Individual | – | CO-OWNER & CHIEF COMPLIANCE OFFICER | 03/2023 | 50-75% |
HARMATUK, JOHN, PAUL | Individual | – | CO-OWNER | 03/2023 | 50-75% |