Decker Wealth Management, LLC

RIASEC RegisteredEst. 2009
Total AUM
$566M
Discretionary
$553M
98% of AUM
Avg account
$695K
Accounts
815
Employees
7
Advisory reps
7

Firm details

Headquarters
Nashville, Tennessee
CRD number
150094
Registered since
April 15, 2009
Website
www.deckerwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI91.12%
  • Individuals7.41%
  • Charitable Organizations0.87%
  • Corporations / Businesses0.6%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Decker Wealth Management, LLC is an independent, SEC-registered investment adviser organized as an LLC and registered in 2009. The firm is owned by an individual and serves a mix of individual and family clients alongside institutional relationships. Its core services are financial planning and portfolio management for individuals and small businesses. Fees are charged both as a percentage of assets under management and through fixed-fee arrangements. The firm does not self-identify as an active ESG investor and is not structured as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 52%, Exchange Traded Equities 28%, Cash & Cash Equivalents 11%, Other 6%, US Government Bonds 3%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities28%
  • Cash & Cash Equivalents11%
  • Other6%
  • US Government Bonds3%

Owners & executives

2 of 2
  • Valerie Wilson

    Valerie Wilson

    Chief Compliance OfficerCRD 1941683

  • William Decker

    William Decker

    Chief Investment OfficerCRD 6024677

Contacts

3 of 5
  • William Decker

    William Decker

    Founder and Managing MemberCRD 2243114

  • Richard Bright

    Richard Bright

    Investment Advisor RepresentativeCRD 7190021

  • Trent Green

    Trent Green

    Vice PresidentCRD 2694523

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 61

Active vs passive

$352M in ETFs

Passive

70%

$246M

Active

23%

$106M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$30.4M352,3958.61%
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Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
4535 Harding Pike
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth