DFX Intelligence

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

DECISIONAL WEALTH ADVISORS LLC

CRD 326684

ROCHESTER, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01de24b6-ef52-00b0-aa2e-166a65f4b67d

Data as of Nov 6, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: May 9, 2023 to Nov 6, 2023
5 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $12.5MItem 5.F on the latest filing (2023-11-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $12.5M
Private client RAUM: $12.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 43
Individual clients: 14
High net worth clients: 5
SEC number: 801-128128
CRD: 326684
Filings on the tape: 5
First filed: May 9, 2023
Latest filed: Nov 6, 2023
Organised: Limited Liability Company, New York

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HARMATUK, JOHN, PAUL	CO-OWNER	D	yes	03/2023	May 9, 2023	Nov 6, 2023
JUDGE, BRANNIGAN, JAMES	CO-OWNER & CHIEF COMPLIANCE OFFICER	D	yes	03/2023	May 9, 2023	Nov 6, 2023

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
VOYA FINANCIAL ADVISORS, INC.	2	Jul 5, 2024	May 29, 2024	ROCHESTER, NY	Team lift out	RIA to ibd	100.0%

Relationships

Controls (2)

← JUDGE, BRANNIGAN, JAMESOwnerCO-OWNER & CHIEF COMPLIANCE OFFICER, ownership code D, individual
May 9, 2023 to presentfactForm ADV
← HARMATUK, JOHN, PAULOwnerCO-OWNER, ownership code D, individual
May 9, 2023 to presentfactForm ADV

Registered with (2)

← BRANNIGAN JAMES JUDGEAdvisorregistration: previous registration
Jun 16, 2023 to Jul 5, 2024factForm ADV
← JOHN PAUL HARMATUKAdvisorregistration: previous registration
Jun 16, 2023 to Jul 5, 2024factForm ADV

Moved with (2)

→ VOYA FINANCIAL ADVISORS, INC.Registered adviser2 advisors, team lift out, same day
Jul 5, 2024 to May 29, 2024factForm ADV
← PINNACLE INVESTMENTS, LLCRegistered adviser2 advisors, team lift out, same day
Jun 16, 2023 to Jun 16, 2023factForm ADV

Dated events

Occurred
Jul 5, 2024
Team lift-out
2 advisors left Decisional Wealth Advisors LLC (Rochester, NY) for Voya Financial Advisors, Inc. on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 5, 2024
Advisor changed firm
John Paul Harmatuk left Decisional Wealth Advisors Llc for Voya Financial Advisors, Inc. (registered 2024-05-21)
Form ADVobserved 4 days ago
Occurred
Jul 5, 2024
Advisor changed firm
Brannigan James Judge left Decisional Wealth Advisors Llc for Voya Financial Advisors, Inc. (registered 2024-05-29)
Form ADVobserved 4 days ago
Occurred
May 9, 2023
First Form ADV filing
Decisional Wealth Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:01de24b6-ef52-00b0-aa2e-166a65f4b67d
First observed: May 9, 2023
Last observed: Nov 6, 2023 34 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DECISIONAL WEALTH ADVISORS LLC

CRD 326684

ROCHESTER, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:01de24b6-ef52-00b0-aa2e-166a65f4b67d

Data as of Nov 6, 2023 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:58 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HARMATUK, JOHN, PAUL

CO-OWNER

yes

03/2023

May 9, 2023

Nov 6, 2023

JUDGE, BRANNIGAN, JAMES

CO-OWNER & CHIEF COMPLIANCE OFFICER

yes

03/2023

May 9, 2023

Nov 6, 2023

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

VOYA FINANCIAL ADVISORS, INC.

Jul 5, 2024

May 29, 2024

ROCHESTER, NY

Team lift out

RIA to ibd

100.0%