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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$82.0MItem 5.F on the latest filing (2014-08-29); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$82.0M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

1

Advisory employees

1

Accounts

378

SEC number

801-79240

CRD

169784

Filings on the tape

5

First filed

Feb 14, 2014

Latest filed

Aug 29, 2014

Organised

Limited Liability Company, California

• Occurred

  Feb 14, 2014
  First Form ADV filing

  Decota Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1901e3a4-48b8-9806-2eae-18c1b2e1ff05

First observed

Feb 14, 2014

Last observed

Aug 29, 2014 146 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.