Decision Investments, Inc.
Decision Investments, Inc. is an SEC-registered wealth manager in San Diego, CA with $154.9M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Decision Investments, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145073, SEC 801-132048, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $154.9M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 3
- Clients
- 135
- CRD
- 145073
- Ownership
- MALVIN, MICHAEL, ADAM; DYER, J, TIMOTHY; REICHERT, DAVID, JAMES
How much AUM does Decision Investments, Inc. have?
Decision Investments, Inc. reported $154.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Decision Investments, Inc.?
Disclosed owners and executives of Decision Investments, Inc. include MALVIN, MICHAEL, ADAM, DYER, J, TIMOTHY, REICHERT, DAVID, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.