FINANCIAL DECISION PARTNERS, LLC

FINANCIAL DECISION PARTNERS, LLC is an SEC-registered investment adviser (CRD 125981). Regulatory assets under management: $15.5M.

Registration

• CRD: 125981
• Type: Registered investment adviser
• Phone: 770-985-4071
• Latest filing: 2026-03-23
• Regulatory AUM: $15.5M
• Discretionary AUM: $13.9M
• Non-discretionary AUM: $1.7M
• Clients: 2
• Accounts: 63

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125981 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search