SEC Form ADV

FINDEC WEALTH SERVICES, INC.

Firm profile: FinDec Wealth Services — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA

$627.9M

Assets Under Management

822

Total Clients

Employees

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Registration Details

Accession: CRD-311949
Location: STOCKTON, CA
Filing Date: March 23, 2026
AUM: $627.9M
Total Clients: 822
Institutional Clients: 251
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsGovernment EntitiesCorporations

About this Adviser

FINDEC WEALTH SERVICES, INC. is a registered investment adviser headquartered in STOCKTON, CA, managing approximately $627.9M in assets across 822 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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