Decision Investments, Inc.
Firm details
- Headquarters
- San Diego, California
- CRD number
- 145073
- Registered since
- February 27, 2025
- Website
- decisioninvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.87%
- Individuals25.13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Decision Investments, Inc. is an independent, privately owned registered investment adviser that works primarily with individual and family clients. The firm is SEC-registered (registration year: 2025) and operates under an individual-owner structure. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM component as well as hourly and flat-fee options. The firm identifies as an active ESG investor and does not position itself as a capital allocator, pension consultant, or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents18%
- US Government Bonds3%
- State & Local Bonds2%
Owners & executives
2 of 2
David Reichert
Chief Compliance OfficerCRD 5967692
Michael Malvin
CEOCRD 2919585
Contacts
1 of 1
John Weinstein
Managing PartnerCRD 3082574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$24.8M in ETFs
96%
$23.8M
3%
$1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES GLOBAL TECH ETF (IXN) | BlackRock | Passive | Technology | $4.5M | 30,168 | 18.02% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 4445 Eastgate Mall
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Merrithew & Thorsten, Inc.
RIASan Diego, CA
Finec Asset Management
RIASan Diego, CA
Zermatt Wealth Partners
RIASan Diego, CA
RJ Patterson Group
RIASan Diego, CA
Sikorski Wealth Management, LLC
RIASan Diego, CA
Torrey Wealth, LLC
RIASan Diego, CA