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, SEC-registered advisory firm organized as an LLC and registered in 2023. The firm serves primarily individual and family clients, charging fees as a percentage of assets under management and with the option of fixed-fee engagements. It describes itself as a capital allocator and provides financial planning, portfolio management for individuals, small businesses and institutional/business clients, and the selection of third‑party advisers. The firm also conducts insurance brokerage activities. Decisionmap does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
1 of 1PAUL BENNETT
CEO & FounderCRD 1933992
Contacts
3 of 3Luke Avery
AVP, Relationship ManagerCRD 7568715
LUKE BENNETT
Managing DirectorCRD 3260552
MARK WEBER
President & FounderCRD 4206558
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$130M in ETFs
83%
$107M
15%
$22.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $13.7M | 20,944 | 10.55% |
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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