Decisionmap Wealth Management, LLC
● SEC registered since 2023CRD 328429SEC# 801-128871Great Falls, VA
Reg. AUM
$363.4M
Employees
5
Accounts
799
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 $363.4 million in regulatory assets under management and employs 5 people.
Decisionmap Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dynasty Financial Partners, LLC | Llc Member-Owner | 10-25% | 2023 |
| Mark Edward Weber Control | Managing Member & Chief Compliance Officer | 25-50% | 2023 |
| Paul Craven Bennett Control | Managing Member | 50-75% | 2023 |
Frequently asked questions
How much does Decisionmap Wealth Management, LLC manage?
Decisionmap Wealth Management, LLC reports $363.4 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
| Address | 746 Walker Road, Suite 16, Great Falls, VA 22066 |
| Phone | (703) 520-1160 |
| Fax | (703)520-1155 |
| Office hours | 8:30a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$363.4M▲ 50%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$363.4Mregulatory AUM
Discretionary $306.3MNon-discretionary $57.1M