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Home > Retirement Planners > virginia > reston > DECISIONMAP WEALTH MANAGEMENT, LLC
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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