Data / Investment advisers / California / Decision Investments, Inc.
Decision Investments, Inc., San Diego, CA: $155 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Decision Investments, Inc. is an SEC registered investment adviser with its main office in San Diego, California and reports $155 million in regulatory assets under management in its Form ADV filed March 16, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Decision Investments, Inc. (CRD number 145073): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 145073
- SEC file number
- 801-132048
- SEC status
- Approved, effective February 27, 2025
- Main office
- 4445 Eastgate Mall Ste 200, San Diego, CA 92121
- Phone
- (858) 812-3026
- Website
- decisioninvestments.com
- Regulatory AUM
- $154,906,138 in the Form ADV filed March 16, 2026
- Discretionary AUM
- $154,906,138
- Accounts
- 324
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 49 | $116 million |
| Individuals (other than high net worth individuals) | 86 | $38.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $154.9 million | March 16, 2026 |
| December 1, 2025 | $131.8 million | March 5, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| M Wealth Management, LLC | San Diego | $177.6 million | Not listed | adviserinfo.sec.gov |
| Torrey Wealth, LLC | San Diego | $176.7 million | Not listed | adviserinfo.sec.gov |
| Zermatt Wealth Partners | San Diego | $158.4 million | Not listed | adviserinfo.sec.gov |
| Finec Asset Management | San Diego | $157 million | Not listed | adviserinfo.sec.gov |
| Merrithew & Thorsten, Inc. | San Diego | $155 million | Not listed | adviserinfo.sec.gov |
| RJ Patterson Group | San Diego | $142.4 million | Not listed | adviserinfo.sec.gov |
| Sikorski Wealth Management, LLC | San Diego | $139.6 million | Not listed | adviserinfo.sec.gov |
| Goldman Wealth Management | San Diego | $120 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Decision Investments, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.