DECCA
DECCA Private Wealth Management is an Austin-based RIA firm founded in 2023 that provides wealth management, asset management, retirement planning, and alternative investments to ultra-high-net-worth individuals, families, family offices, and institutional clients via white-glove advisory services.
- Company typePrivate
- Founded2023
- HeadquartersAustin, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What DECCA does
DECCA Private Wealth Management, Inc. is a privately held Registered Investment Advisory (RIA) firm founded in 2023 and headquartered in Austin, Texas, with additional offices in West Palm Beach, Los Angeles, and Honolulu. The firm serves ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a bundled wealth management platform that includes asset management, wealth advisory, retirement planning, and alternative investments spanning private equity, private credit, hedge funds, real estate, infrastructure, and cryptocurrencies. Complementary service modules cover trust and estate planning, family office services, private banking (including specialty lending against high-value assets), and family governance and education. Underlying operations rely on an open-architecture technology stack combined with custodial partnerships, most notably Charles Schwab for retirement plan administration (401(k), 403(b), 457, pension, annuity) and global private banking access, rather than proprietary technology infrastructure.
The firm is founder-led by Jon C. LoPresti, who serves as CEO and CIO and brings prior experience at J.P. Morgan Private Banking, Merrill Lynch, Morgan Stanley, and AXA Advisors. Revenue is generated through investment advisory fees on assets under management under a recurring subscription-style fee model, with pricing not publicly disclosed and engagement structured around scheduled consultations rather than self-serve channels. The go-to-market is enterprise field sales targeting UHNW and institutional segments through white-glove, relationship-based engagement, supported by a limited digital presence across LinkedIn, X, and Instagram plus a consultation booking workflow on the company website. Geographic mandate is stated as North America with cross-border alternative investment sourcing in Western Europe, although the firm has not disclosed AUM, revenue, or client counts, and operates with a headcount of 1-10 employees.
DECCA firmographics
Firmographics- Name
- DECCA
- Legal name
- DECCA Private Wealth Management, Inc.
- Website
- https://deccapwm.com
- Company type
- Private
- Founded year
- 2023
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- DECCA Private Wealth Management is an Austin-based RIA firm founded in 2023 that provides wealth management, asset management, retirement planning, and alternative investments to ultra-high-net-worth individuals, families, family offices, and institutional clients via white-glove advisory services.
- Ownership category
- akta.pro rank
DECCA industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Affluent / Mass-Affluent Private Banking (FSABADAC), Family Office Services (Single & Multi-Family Office) (FSABADAF), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Estate Planning, Trust Structuring & Governance (FSAAADAF)
Keywords
Where DECCA is headquartered
LocationHeadquarters
- HQ city
- Austin
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
DECCA business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: DECCA Private Wealth Management provides investment advisory services to individuals, families, and institutional clients. As a Registered Investment Advisory (RIA) firm, the company generates revenue through advisory fees for wealth management, asset management, and financial planning services.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
DECCA product offering
Product offeringCore offering
DECCA Private Wealth Management delivers bespoke wealth management and investment advisory services to ultra-high-net-worth individuals, families, family offices, and institutional clients. Its core offerings integrate asset management, wealth advisory, retirement planning, and alternative investments (private equity, private credit, hedge funds, real estate, infrastructure, cryptocurrencies), supported by family office services, trust and estate planning, and private banking solutions delivered through custodial partners such as Charles Schwab.
Product overview
DECCA Private Wealth Management is a unified wealth management platform offering a comprehensive suite of services for ultra-high-net-worth individuals, families, family offices, and institutional clients. The core offering integrates Asset Management, Wealth Advisory, Retirement Planning, and Alternative Investments (spanning private equity, private credit, hedge funds, real estate, infrastructure, and cryptocurrencies). These are complemented by specialized service modules including Family Office Services (which encompasses Private Banking, Alternative Investments, Estate Planning, and Family Governance), Trust and Estate Planning, and Private Banking Services. The firm emphasizes open-architecture solutions and white-glove service delivery, leveraging state-of-the-art technology while maintaining a personalized, tailored approach to each client's financial situation.
Differentiator
Problem solved
Functional benefit
Products and services
- Asset Management
Companies that use DECCA
Customer profileSegments4 records
Ideal customer profiles4 records
DECCA technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
DECCA partnerships and signals
Strategic signalScale indicators2 records
Recent moves6 records
Expansion highlights4 records
DECCA competitors and assessment
Company assessmentDirect peers
- Cresset Capital: Multi-family office and private investment firm serving UHNW families with integrated wealth advisory, private banking, and alts. Comparable to DECCA's family office + private banking offering.
- Hightower Advisors: Large U.S. RIA partnership model serving UHNW individuals, families, and institutions with open-architecture wealth management and alts access. Highly comparable to DECCA's positioning, though at materially greater scale.
- Tolleson Wealth Management: Boutique, family-owned UHNW wealth advisor providing investment management, estate planning, and family office services to a limited number of high-net-worth families. Comparable boutique UHNW positioning.
- Bessemer Trust: One of the largest single-family-office-style wealth managers serving UHNW families, with deep capabilities in trust, estate, and alts. Highly comparable to DECCA's UHNW and multi-generational focus.
- Pathstone: Independent, privately held RIA providing family office, investment management, and advisory services to UHNW families, foundations, and endowments. Closely comparable service breadth and target segment.
- Rockefeller Capital Management: UHNW-focused wealth management, investment banking, and asset manager with strong private banking and family office capabilities. Overlaps with DECCA across advisory, alts, and private banking.
- Mariner Wealth Advisors: National RIA providing comprehensive wealth advisory, family office, retirement plan, and alternative investment services to UHNW clients. Closely mirrors DECCA's full-service UHNW stack.
Broad incumbents
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., serving a broad wealth spectrum including UHNW households. Comparable in RIA model and fiduciary positioning but at vastly greater scale.
- J.P. Morgan Private Bank: Global private bank serving UHNW individuals and families with comprehensive wealth advisory, lending, and alts. Represents the type of incumbent competitor the founder's prior tenure would have worked within and against.
- Brown Brothers Harriman: Long-standing private bank and wealth manager with integrated investment management, trust, and private banking for UHNW families. Overlaps with DECCA's wealth advisory and private banking capabilities.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
DECCA social profiles
Digital presenceDECCA financial estimates
Financial estimateRevenue estimate
Valuation estimate
DECCA leadership team
Management profileNumber of profiles
Profiles2 records
DECCA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
DECCA M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about DECCA
What does DECCA do?
DECCA Private Wealth Management delivers bespoke wealth management and investment advisory services to ultra-high-net-worth individuals, families, family offices, and institutional clients. Its core offerings integrate asset management, wealth advisory, retirement planning, and alternative investments (private equity, private credit, hedge funds, real estate, infrastructure, cryptocurrencies), supported by family office services, trust and estate planning, and private banking solutions delivered through custodial partners such as Charles Schwab.
Is DECCA a public or private company?
DECCA is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was DECCA founded?
DECCA was founded in 2023. It employs 1 to 10 people.
Where is DECCA based?
DECCA is headquartered in Austin, United States, in the North America region.
How does DECCA make money?
One revenue line is on record: investment Advisory Fees.
Who are DECCA's main competitors?
Direct peers on record are Cresset Capital, Hightower Advisors, Tolleson Wealth Management, Bessemer Trust, Pathstone, Rockefeller Capital Management and Mariner Wealth Advisors. Broad incumbents are Edelman Financial Engines, J.P. Morgan Private Bank and Brown Brothers Harriman.
Does DECCA have an API?
No public API is recorded for DECCA.
What industry is DECCA in?
DECCA's product category is Private Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSABADAC, Affluent / Mass-Affluent Private Banking. Its NAICS code is 523940 and its SIC code is 6282.