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Decisionmap Wealth Management, LLC

● SEC registered since 2023CRD 328429SEC# 801-128871Great Falls, VA
Export (members)
Reg. AUM
$242.5M
Employees
5
Accounts
845
Location
Great Falls, VA

Decisionmap Wealth Management, LLC assets under management

Decisionmap Wealth Management, LLC is an investment advisory firm registered with the SEC based in Great Falls, VA. The firm has been registered since 2023. It reports $242.5 million in regulatory assets under management and employs 5 people.

Decisionmap Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Dynasty Financial Partners, LLCLlc Member-Owner10-25%2023
Mark Edward Weber ControlManaging Member & Chief Compliance Officer25-50%2023
Paul Craven Bennett ControlManaging Member50-75%2023

Frequently asked questions

How much does Decisionmap Wealth Management, LLC manage?

Decisionmap Wealth Management, LLC reports $242.5 million in regulatory assets under management on its Form ADV.

How many employees does Decisionmap Wealth Management, LLC have?

Decisionmap Wealth Management, LLC reports 5 employees.

Where is Decisionmap Wealth Management, LLC located?

Decisionmap Wealth Management, LLC is based in Great Falls, VA and has been SEC-registered since 2023.

Does Decisionmap Wealth Management, LLC disclose fund performance?

Decisionmap Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address746 Walker Road, Suite 16, Great Falls, VA 22066
Phone(703) 520-1160
Fax(703)520-1155
Office hours8:30a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$242.5M
Non-discretionary$0
Total (RAUM)$242.5M