LP Profile

FinDec Wealth Services

Also known as findec wealth services

Wealth ManagerStockton, United StatesFounded 1983
$628M
Assets Under Management
Stockton
Headquarters
Investment Focus

About FinDec Wealth Services

FinDec Wealth Services is a wealth manager based in Stockton, California, United States, founded in 1983, with about $628 million in assets. The firm provides private wealth management, workplace retirement plans and insurance services. Its offerings for businesses include group long-term care, life and health coverage, benefit consulting, third-party administration and recordkeeping. For individuals it offers life and health insurance, retirement planning and comprehensive wealth management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to FinDec Wealth Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$627.9M
Total Clients
822
Filing Date
March 23, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is FinDec Wealth Services?

FinDec Wealth Services is a wealth manager based in Stockton, United States, managing approximately $628M in assets.

Where is FinDec Wealth Services headquartered?

FinDec Wealth Services is headquartered in Stockton, United States.

How much does FinDec Wealth Services manage?

FinDec Wealth Services manages approximately $628M in assets under management.

When was FinDec Wealth Services founded?

FinDec Wealth Services was founded in 1983.

How can I contact FinDec Wealth Services?

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