DECISIONAL WEALTH ADVISORS LLC

DECISIONAL WEALTH ADVISORS LLC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 326684). Regulatory assets under management: $12.5M.

Registration

• CRD: 326684
• SEC file number: 801-128128
• Type: Registered investment adviser
• Location: 160 LINDEN OAKS, ROCHESTER, NY, 14625
• Phone: 585-662-3123
• Latest filing: 2023-11-06
• Regulatory AUM: $12.5M
• Discretionary AUM: $12.5M
• Clients: 2
• Accounts: 43

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 326684 on SEC IAPD (source of record)
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