Decker Wealth Management, LLC

RIASEC Registered

Total AUM

$566M

Discretionary

$553M

98% of AUM

Avg account

$695K

Accounts

815

Employees

7

Advisory reps

7

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

FINTRX

Overview

Decker Wealth Management, LLC is an independent, individual-owned registered investment adviser. The firm has been SEC-registered since 2009 and provides financial planning and portfolio management primarily to individual and family clients, with some institutional relationships. Its compensation model combines percentage-of-AUM fees and fixed fees. The firm is not identified as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds52%
Exchange Traded Equities28%
Cash & Cash Equivalents11%
Other6%
US Government Bonds3%

Owners & executives

2 of 2

William Decker
Chief Investment OfficerCRD 6024677
Valerie Wilson
Chief Compliance OfficerCRD 1941683

Contacts

3 of 5

Richard Bright
Investment Advisor RepresentativeCRD 7190021
Thomas Boyd
Investment Advisor RepresentativeCRD 6282877
William Decker
Founder and Managing MemberCRD 2243114

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 61

Active vs passive

$338M in ETFs

Passive

69%

$233M

Active

24%

$105M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD MORNINGSTAR GROWTH INDEX FUND (VUG)	Vanguard	Passive	Large Growth	$26.5M	293,985	7.85%

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Primary office

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

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