Decca Private Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Decca Private Wealth Management is a small advisory firm that serves individual clients, including high-net-worth individuals, and provides both discretionary and non-discretionary portfolio management as well as retirement plan (ERISA 3(21)) services and managed “held-away” accounts. The firm manages client relationships on a personalized basis, documenting goals, time horizons, objectives, and risk tolerance for each account.
Investment programs are tailored to client objectives and use conventional portfolio-construction techniques, including Modern Portfolio Theory and asset-allocation-driven strategies, and can incorporate trading strategies such as options and margin where appropriate. Decca may engage independent sub‑advisors to implement agreed models, uses a third‑party platform to facilitate management of held‑away assets, and conducts at least quarterly account reviews.
Several features distinguish the firm from most peers: some of its representatives are affiliated with and receive external compensation through a broker‑dealer relationship, it offers performance‑based fee arrangements that use a high‑water mark mechanism, and it permits borrowing/margin usage in managed accounts. These arrangements and potential conflicts are disclosed in the firm’s policies and Code of Ethics and are described as being mitigated by its fiduciary duty and supervisory procedures.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% annually $1,000,001 - $5,000,000: 0.7% annually $5,000,001 - $20,000,000: 0.6% annually $20,000,001+: 0.5% annually
External compensation for sale of securities and insurance products as registered representatives and licensed insurance agents.
25% of any quarterly portfolio gains above the high-water mark, charged quarterly in arrears.
Main office
See office8911 N. Capital of Texas Highway, Suite 4200
Austin TX 78759
Advisors at this office
1
Offices (2)
Most active in
California · Florida · Hawaii · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Randall R
Series 63, Series 65
Los Angeles, CA
Decca Private Wealth Management, Inc.
Randall Rubin is a financial advisor at Decca Private Wealth Management, Inc. with 13 years of industry experience. His prior roles include positions at Barnes & Company Investment Counsel, LLC and Umergence LLC. He has been involved in multiple business ventures, including leadership roles in Umergence LLC and Raising Capital. Decca Private Wealth Management serves individual and high-net-worth clients, offering both discretionary and non-discretionary portfolio management as well as retirement plan services. The firm employs tailored investment programs based on Modern Portfolio Theory and asset allocation, occasionally using options and margin strategies, and conducts regular account reviews.
Jon L
Series 63, Series 66
Austin, TX
Decca Private Wealth Management, Inc.
Jon Lo Presti is a financial advisor with Decca Private Wealth Management, Inc. in Austin, TX, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, JPMorgan Securities, and independent insurance agency work spanning 15 years. He also serves as president of a family holding company, Decca Group LLC. Decca Private Wealth Management serves individual and high-net-worth clients with tailored portfolio management, retirement plan services, and managed held-away accounts. The firm employs conventional portfolio construction techniques and may use independent sub-advisors, offering personalized client relationship management and quarterly account reviews.
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