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
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
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
Compensation % of AUMHourly charges

Identifiers

SEC RIA File Number 801-128128
SEC ERA File Number 801-128128
SEC CIK Numbers None
SEC CRD Numbers 326684
Legal Entity Identifier None

Principal Office

160 LINDEN OAKS
ROCHESTER
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
(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
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
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%

No. Employees, Historic

1050202320242 on 5/9/20232 on 5/11/20232 on 9/26/20232 on 10/4/20232 on 11/6/2023

RAUM, Historic

20M10M0202320240 on 5/9/20230 on 5/11/202312500000 on 9/26/202312500000 on 10/4/202312500000 on 11/6/2023

No. Clients, Historic

20100202320240 on 5/9/20230 on 5/11/202319 on 9/26/202319 on 10/4/202319 on 11/6/2023