Decorum Wealth Management

Decorum Wealth Management is an independent, partner-owned RIA in Merced, California, offering financial planning, investment management, retirement consulting, and estate planning to individuals, families, and business owners, aligned with LPL Financial for custody and platform services.

Company typePrivate
Founded2025
HeadquartersMerced, United States
Headcount1–10
GTM typeB2C
OfferingServices

What Decorum Wealth Management does

Decorum Wealth Management is an independent, privately-held registered investment advisor based in Merced, California, serving individuals, families, business owners, and employer-sponsored retirement plans in the Central Valley market. The firm offers a unified suite of wealth management services including personalized financial planning, customized investment management, retirement planning and transition support, fiduciary retirement plan consulting for 401(k)/403(b) plans, charitable giving strategies, and estate and legacy planning — all delivered through a relationship-driven, fiduciary-focused model.

The practice was formed in 2025 by a team of advisors who previously worked together at UBS Financial Services, launching in partnership with LPL Financial, the nation's largest independent broker/dealer and fourth largest custodian of assets (supporting 29,000+ independent advisors and safeguarding over $1 trillion in client assets). LPL provides custody, trading, research, technology, and administrative infrastructure, while Decorum maintains independent ownership and client advisory control. The leadership comprises three Managing Partners (Ronald Ewing, Edward Macha, Alex Pittz), two Partners (Andres Curiel IV, Brian Gudgel), a Senior Vice President (Clinton Moore), and a team of financial advisors and client associates. The firm is partner-owned with no disclosed external institutional, PE, or VC backing.

Decorum's go-to-market is a direct advisory model with a content-driven top-of-funnel presence (blog, weekly market commentary, video library, financial calculators) to support client acquisition in the Merced DMA. Revenue is fee-based and recurring under a standard AUM-aligned advisory pricing model; no specific fee schedules, AUM figures, or revenue figures are publicly disclosed. The firm has no proprietary technology, no AI/ML capabilities, and no app or API surface, operating entirely on the LPL platform.

Decorum Wealth Management firmographics

Firmographics

Name: Decorum Wealth Management
Legal name: Decorum Wealth Management
Website: https://decorumwm.com
Company type: Private
Founded year: 2025
Operating status: Operating
Headcount range: 1–10 employees
Short description: Decorum Wealth Management is an independent, partner-owned RIA in Merced, California, offering financial planning, investment management, retirement consulting, and estate planning to individuals, families, and business owners, aligned with LPL Financial for custody and platform services.
Ownership category
akta.pro rank

Decorum Wealth Management industry classification

Industry

Product category: Wealth Management
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Retirement Income Planning & Decumulation Advisory (FSAEABAD)
akta.pro secondary industries: Estate & Legacy Planning Advisory (FSAEAAAG), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

Wealth management services
Financial planning advisory
Investment management services
Retirement plan consulting
Estate legacy planning

Where Decorum Wealth Management is headquartered

Location

Headquarters

HQ city: Merced
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Decorum Wealth Management business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Financial Advisory Services: Fee-based financial advisory and planning services provided through an independent registered investment advisor model aligned with LPL Financial. Services include financial planning, investment management, retirement planning, and estate planning.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Decorum Wealth Management product offering

Product offering

Core offering

Decorum Wealth Management is an independent fiduciary wealth advisory firm that delivers personalized financial planning, customized investment management, retirement planning and transition guidance, estate and legacy planning, charitable giving strategies, and retirement plan consulting for employer-sponsored 401(k) and 403(b) plans. The firm operates as an independent practice aligned with LPL Financial, which provides custody, trading, research, and back-office support while Decorum retains independent client-facing advisory judgment. Services are delivered through long-term, relationship-driven engagements with individuals, families, and business owners.

Product overview

Decorum Wealth Management offers a unified suite of wealth management services centered around financial planning, investment management, retirement planning, and estate planning. The firm operates as an independent practice aligned with LPL Financial, providing access to tools, technology, and research while maintaining personalized client attention. Their core service offering includes Financial Planning (personalized roadmaps), Investment Management (customized portfolios), Retirement Planning & Transitions, Retirement Plan Consulting (for employer-sponsored plans), Charitable Giving strategies, and Estate & Legacy Planning. All services are delivered through a fiduciary-focused, relationship-driven approach.

Differentiator

Problem solved

Functional benefit

Products and services

Financial Planning

Companies that use Decorum Wealth Management

Customer profile

Segments3 records

Ideal customer profiles3 records

Decorum Wealth Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Decorum Wealth Management partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

LPL FinancialcoreTechnology or IntegrationDecorum Wealth Management launched in partnership with LPL Financial as their broker/dealer. LPL is the nation's largest independent broker/dealer and fourth largest custodian of assets, supporting over 29,000 independent advisors. LPL provides custody, trading, research, technology platforms, and administrative support while Decorum maintains independent judgment in client advice. LPL safeguards over $1 trillion in client assets and provides access to a wide range of investment options and planning tools.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Decorum Wealth Management competitors and assessment

Company assessment

Direct peers

Cambridge Investment Research: Independent advisor network supporting breakaway and entrepreneurial advisors with brokerage, RIA, and custody solutions. Comparable to Decorum in its independence-first, advisor-centered value proposition for individuals and families.
Cetera Financial Group: Independent broker-dealer and RIA platform supporting thousands of affiliated financial advisors with custody, technology, and practice management resources. Highly comparable to Decorum's relationship-driven, LPL-aligned independent advisor model.
Hightower Advisors: Independent RIA partnership model that supports breakaway advisor teams with shared back-office, technology, and investment resources. Directly comparable to Decorum's LPL-aligned independent advisory structure serving HNW individuals and business owners.
Carson Group: Partnership-based wealth management firm supporting financial advisors with coaching, technology, and growth resources. Directly comparable to Decorum's partnership-owned, relationship-driven independent advisory model.
Wealthspire Advisors: Mid-sized independent RIA offering comprehensive financial planning, investment management, and tax services to HNW individuals, families, and business owners. Comparable in fiduciary, holistic-wealth positioning to Decorum.

Broad incumbents

Creative Planning: Large, nationally recognized RIA offering comprehensive financial planning, investment management, and retirement plan services. Comparable in service breadth (financial planning, retirement, estate) but far larger in scale than Decorum.
Mercer Advisors: National RIA specializing in wealth management, retirement plan consulting, and estate planning for HNW households and business owners. Directly comparable service mix to Decorum's full wealth lifecycle offering.
Edward Jones: National wealth management firm serving individuals, families, and business owners with financial planning, retirement, and investment services. Comparable in serving middle-market and HNW households, though via a much larger branch-based advisor model.
Raymond James Financial Services: Diversified financial services firm with a large independent advisor channel offering wealth management, retirement planning, and investment services. Comparable target clientele and broad wealth services even though much larger than Decorum.

Others

Focus Financial Partners: PE-backed partnership platform that acquires and supports independent RIAs and breakaway advisor teams. Not a direct competitor to Decorum but a key consolidator in the same ecosystem; relevant as a potential strategic acquirer for firms like Decorum.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Decorum Wealth Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Decorum Wealth Management leadership team

Management profile

Number of profiles

Profiles9 records

Decorum Wealth Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Decorum Wealth Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Decorum Wealth Management

What does Decorum Wealth Management do?

Is Decorum Wealth Management a public or private company?

Decorum Wealth Management is a private company. It is classified as management employee owned and is currently operating.

When was Decorum Wealth Management founded?

Decorum Wealth Management was founded in 2025. It employs 1 to 10 people.

Where is Decorum Wealth Management based?

Decorum Wealth Management is headquartered in Merced, United States, in the North America region.

How does Decorum Wealth Management make money?

One revenue line is on record: financial Advisory Services.

Who are Decorum Wealth Management's main competitors?

Direct peers on record are Cambridge Investment Research, Cetera Financial Group, Hightower Advisors, Carson Group and Wealthspire Advisors. Broad incumbents are Creative Planning, Mercer Advisors, Edward Jones and Raymond James Financial Services. Focus Financial Partners is listed as an others.

Does Decorum Wealth Management have an API?

No public API is recorded for Decorum Wealth Management.

What industry is Decorum Wealth Management in?

Decorum Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAD, Retirement Income Planning & Decumulation Advisory, with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.