Decisionmap Wealth Management, LLC

RIASEC Registered
Total AUM
$363M
Discretionary
$306M
84% of AUM
Avg account
$455K
Accounts
799
Employees
5
Advisory reps
4

Firm details

Headquarters
Great Falls, Virginia
CRD number
328429
Registered since
October 19, 2023
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI96.55%
  • Individuals3.45%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Decisionmap Wealth Management, LLC is an independent registered investment adviser that emphasizes fee-based wealth management for individuals and families. The firm is SEC-registered (registered in 2023) and operates as a capital allocator, combining financial planning, portfolio management for individuals and small businesses, portfolio services for businesses or institutions, and the selection of outside advisers. Its billing mixes percentage-of-AUM and fixed-fee arrangements, and it also operates as an insurance broker. Decisionmap does not self-identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Exchange Traded Equities 26%, Investment Grade Corp Bonds 6%, Cash & Cash Equivalents 6%, State & Local Bonds 4%, US Government Bonds 1%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities26%
  • Investment Grade Corp Bonds6%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 85

Active vs passive

$153M in ETFs

Passive

84%

$128M

Active

13%

$24.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$17.1M22,37711.21%

Location

Primary office

Great Falls, VA

Fairfax

Location

Great Falls, VA

Headquartered in Great Falls, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
746 Walker Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth