DECKER WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- NASHVILLE, Tennessee
- CRD number
- 150094
- Registered since
- April 15, 2009
- Website
- www.deckerwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.12%
- Individuals7.41%
- Charitable Organizations0.87%
- Corporations / Businesses0.6%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Decker Wealth Management, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2009. Ownership is held individually, and the firm serves a mix of individual and family clients as well as institutional relationships. Its advisory scope focuses on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant.
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 Funds52%
- Exchange Traded Equities28%
- Cash & Cash Equivalents11%
- Other6%
- US Government Bonds3%
Owners & executives
2 of 2VALERIE WILSON
Chief Compliance OfficerCRD 1941683
WILLIAM DECKER
Chief Investment OfficerCRD 6024677
Contacts
3 of 5WILLIAM DECKER
Founder and Managing MemberCRD 2243114
Richard Bright
Investment Advisor RepresentativeCRD 7190021
TRENT GREEN
Vice PresidentCRD 2694523
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$328M in ETFs
71%
$233M
22%
$95M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF (MLPX) | GlobalX | Passive | Energy Limited Partnership | $27.7M | 374,622 | 8.46% |
Location
NASHVILLE, TN
DAVIDSON
Location
NASHVILLE, TN
Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- DAVIDSON
- Address
- 4535 Harding Pike
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
COUNCIL CAPITAL FUNDS MANAGEMENT, LLC
RIANASHVILLE, TN
12TH STREET ASSET MANAGEMENT
RIANASHVILLE, TN
HS WEALTH PARTNERS
RIANASHVILLE, TN
MUSIC ROW WEALTH MANAGEMENT
RIANASHVILLE, TN
SHAYNE & JACOBS, LLC
RIANASHVILLE, TN
LAFFER TENGLER INVESTMENTS, INC.
RIANASHVILLE, TN