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DECKER WEALTH MANAGEMENT, LLC
4535 Harding Pike
Suite 201
Nashville, Tennessee 37205
Tel: 615-212-2958
About DECKER WEALTH MANAGEMENT, LLC
DECKER WEALTH MANAGEMENT, LLC, formally registered with the SEC as DECKER WEALTH MANAGEMENT, LLC. The firm was established in 04/15/2009. They have over 1 offices throughout the country.
DECKER WEALTH MANAGEMENT, LLC is a Nashville, Tennessee based Financial Planning firm with nearly $360,928,239 assets under management, offering retirement planning & investment advisory services to 714 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150094 |
| SEC# | 801-70112 |
| Assets Managed by Firm | $360,928,239 |
| No. of Clients | 714 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 714 | $360,928,239 |
| Individuals (other than high net worth individuals) | 188 | $50,521,464 |
| High net worth individuals | 102 | $307,041,942 |
| Charitable organizations | Fewer than 5 clients | $2,895,235 |
| Corporations or other businesses | Fewer than 5 clients | $469,598 |
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