DECISIONMAP WEALTH MANAGEMENT, LLC

11921 Freedom Drive
Suite 550
Reston, Virginia 20190
Tel: (703) 520-1160

About DECISIONMAP WEALTH MANAGEMENT, LLC

DECISIONMAP WEALTH MANAGEMENT, LLC, formally registered with the SEC as DECISIONMAP WEALTH MANAGEMENT, LLC. The firm was established in 10/19/2023. They have over 2 offices throughout the country.

DECISIONMAP WEALTH MANAGEMENT, LLC is a Reston, Virginia based Financial Planning firm with nearly $177,416,430 assets under management, offering retirement planning & investment advisory services to 675 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328429
SEC#	801-128871
Assets Managed by Firm	$177,416,430
No. of Clients	675
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	675	$177,416,430
Individuals (other than high net worth individuals)	25	$6,097,301
High net worth individuals	84	$171,319,129

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