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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- PathwayLegacy glacier
- Established Date
- 10-13-2023
- Office Locations
- 2
Office Locations
About Decca Private Wealth Management, Inc.
DECCA | Private Wealth Management is an Austin-based boutique serving ultra-high-net-worth and institutional clients with open-architecture, goals-driven investment guidance. The team uses advanced software and global market access to build customized portfolios, private banking solutions, and proactive tax, estate, and liquidity planning. They also provide access to alternative investments via a custodial agent to enhance diversification, including support for multi-jurisdiction estate needs.
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Owner & Executives
Jon Carlo LoPresti
Chief Compliance Officer, Chief Executive Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #4264981
- Ownership
- 75% or more
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RANDALL KENT RUBIN
Managing Director
- CRD
- #5966067
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $99,205,887 | 24.7% |
| Equity - OTC | $38,557,754 | 9.6% |
| Public Funds | $130,132,419 | 32.4% |
| Cash | $64,262,923 | 16.0% |
| Other | $69,484,285 | 17.3% |
| Total | $401,643,268 | 100.0% |