Decisionmap Wealth Management, LLC
Firm details
- Headquarters
- Great Falls, Virginia
- CRD number
- 328429
- Registered since
- October 19, 2023
- Website
- decisionmap.com
- 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
FINTRXOverview
Decisionmap Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2023 and positions itself as a capital allocator for individual and family clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and explicitly offers selection of other advisers — indicating use of external managers. It also operates as an insurance broker and charges either a percentage of assets under management or fixed fees. Decisionmap does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities26%
- Investment Grade Corp Bonds6%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
Owners & executives
1 of 1
Paul Bennett
CEO & FounderCRD 1933992
Contacts
3 of 3
Luke Avery
AVP, Relationship ManagerCRD 7568715
Luke Bennett
Managing DirectorCRD 3260552
Mark Weber
President & FounderCRD 4206558
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 84Active vs passive
$148M in ETFs
82%
$122M
15%
$26.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $16.2M | 21,569 | 10.90% |
Location
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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