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 emphasizes fee-based wealth management for individuals and families. The firm is SEC-registered (registered in 2023) and operates as a capital allocator, combining financial planning, portfolio management for individuals and small businesses, portfolio services for businesses or institutions, and the selection of outside advisers. Its billing mixes percentage-of-AUM and fixed-fee arrangements, and it also operates as an insurance broker. Decisionmap does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$153M in ETFs
84%
$128M
13%
$24.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $17.1M | 22,377 | 11.21% |
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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