Decca Private Wealth Management, Inc.

Overview

Decca Private Wealth Management, Inc. is a small, fee-based advisory firm focused on individual and family clients. The firm functions as a capital allocator and provides portfolio management, selection of outside advisers and limited pension consulting services. Its fee model combines a percentage-of-AUM charge with the capacity to assess performance-based fees on eligible accounts, suggesting they tailor fee arrangements for higher-touch or performance-oriented relationships. Investment activity tilts toward equity exposure with a preference for exchange-traded instruments. The firm is not positioned as an active ESG investor. Given the firm’s service lines and the stated practice of selecting other advisers, Decca operates both as a day-to-day portfolio manager and as an oversight/manager-of-managers for clients who need delegated allocation to third-party managers.

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Public Holdings

Investments & Alternatives

Location & Offices