LPL Financial Welcomes Decorum Wealth Management with $1.8B in Assets

LPL Financial has announced the launch of Decorum Wealth Management, a new independent practice led by financial advisors Ronald Ewing, Edward Macha, Alex Pittz, Brian Gudgel, and Andrew Curiel IV. The team has joined LPL from UBS and serves approximately $1.8 billion in advisory, brokerage, and retirement plan assets. They have over 80 years of combined industry experience and provide services to individuals, businesses, and retirees. Decorum Wealth Management is affiliated with LPL's supported independence model, LPL Strategic Wealth.

SAN DIEGO, Sept. 08, 2025 (GLOBE NEWSWIRE) — LPL Financial LLC has announced the launch of Decorum Wealth Management, a new independent practice led by financial advisors Ronald Ewing, Edward Macha, Alex Pittz, Brian Gudgel, and Andrew Curiel IV. The team has joined LPL from UBS and serves approximately $1.8 billion in advisory, brokerage, and retirement plan assets [1].

The Decorum Wealth Management team, which also includes Clinton Moore, Nicholas Pistoresi, Thomas Ochinero, Melissa Frazier, Suzanne Smith, and Holly Jeppesen, has over 80 years of combined industry experience. They provide services to a diverse range of clients, including individuals, businesses, and retirees. The team has been collaborating for nine years and was brought together by advisors nearing retirement at UBS PaineWebber & Co. to lead the next chapter of the firm [1].

The practice is family-centric and focuses on building long-term relationships with clients. Edward Macha, one of the founding advisors, emphasized the importance of personal touch and client education. Brian Gudgel added that exceptional client service is the foundation of their practice, and they strive to deliver responsive support and anticipate clients' evolving needs [1].

Decorum Wealth Management chose to affiliate with LPL through LPL's supported independence model, LPL Strategic Wealth Services (SW). This model combines the freedom and flexibility of entrepreneurship with hands-on business services and support to help practices thrive both operationally and strategically [1].

SW advisors benefit from LPL's innovative wealth management platform, sophisticated resources, and a truly integrated service that includes simplified pricing, technology, and dedicated support. After the transition, SW teams receive ongoing operations support managed by a team of experienced professionals, including a business strategist, marketing partner, CFO, and administrative assistant [1].

Ronald Ewing, one of the founding advisors, stated that the team chose LPL because of the differentiated value of Strategic Wealth. The transition, he said, became doable and even aspirational with the steppingstones provided by LPL [1].

Alex Pittz added that the transition is expected to deliver better technology and experiences for clients. The team is also focused on continuous growth and may consider expanding to more locations in the future [1].

Scott Posner, LPL’s managing director of business development, congratulated the Decorum Wealth Management team on going independent with LPL Strategic Wealth. He expressed pride in supporting the team as they build their ideal practice and look forward to a long-lasting and successful relationship [1].

References:

[1] https://www.marketscreener.com/news/decorum-wealth-management-launches-with-support-from-lpl-strategic-wealth-ce7d59dedf8ef021