RIA Intel›Advisers›California›FINDEC WEALTH SERVICES, INC.

FINDEC WEALTH SERVICES, INC.

Advisory

N·STOCKTON, CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$628M
1-Year AUM Growth
+23.6%
3-Year CAGR
+5.9%
Employees
3
Assets Under Management
Total AUM$628M
Discretionary AUM$628M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients770
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record16
First FilingDec 11, 2020
Latest FilingMar 23, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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