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DECISION INVESTMENTS, INC.

SAN DIEGO, CA · CRD 145073 · IAPD ↗ · decisioninvestments.com · 858-812-3026

$154.9MRegulatory AUM
2Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — DECISION INVESTMENTS, INC. now reports custody of client assets ($2.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
March 2025 — DECISION INVESTMENTS, INC. (SAN DIEGO, CA) is newly SEC-registered with $131.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.