Overview
Assets Under Management: $177 million
Headquarters: RESTON, VA
High-Net-Worth Clients: 104
Average Client Assets: $2 million
Frequently Asked Questions
DECISIONMAP WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #328429), DECISIONMAP WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
DECISIONMAP WEALTH MANAGEMENT, LLC is headquartered in RESTON, VA.
DECISIONMAP WEALTH MANAGEMENT, LLC serves 104 high-net-worth clients according to their SEC filing dated December 09, 2024. View client details ↓
According to their SEC Form ADV, DECISIONMAP WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
DECISIONMAP WEALTH MANAGEMENT, LLC manages $177 million in client assets according to their SEC filing dated December 09, 2024.
According to their SEC Form ADV, DECISIONMAP WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 675
Discretionary Accounts: 675
Regulatory Filings
CRD Number: 328429
Last Filing Date: 2024-12-09 00:00:00
Website: https://decisionmap.com