DecisionMap Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, and insurance.
DecisionMap Wealth Management reports 159 clients. They include 112 high-net-worth individuals and 47 individual clients. Of its assets, 84.3% ($306M across 644 accounts) are managed with discretion; $57.1M across 155 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 3% |
| High-net-worth individuals | 70% | 97% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 47 | $12.5M | 3.4% | $267K |
| High-net-worth individuals | 112 | $351M | 96.6% | $3.13M |
| Total | 159 | $363M | 100% | $2.29M |
- Clients
- 47
- Regulatory AUM
- $12.5M
- AUM share
- 3.4%
- Avg. per client
- $267K
- Clients
- 112
- Regulatory AUM
- $351M
- AUM share
- 96.6%
- Avg. per client
- $3.13M
Total
- Clients
- 159
- Regulatory AUM
- $363M
- AUM share
- 100%
- Avg. per client
- $2.29M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
DecisionMap Wealth Management charges 0.25%–1.10% a year for its Wealth Management Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.10% |
| $1M–$3M | 0.80% |
| $3M–$5M | 0.70% |
| $5M–$10M | 0.60% |
| $10M and above | 0.25% |
Fee details and sources
Other fees
- Financial planning and consulting
- Stand-alone financial planning and consulting is a fixed fee of $10,000 to $50,000, negotiable, depending on scope and the professional engaged.
Paul Bennett owns 50% to 75% of DecisionMap Wealth Management. The leadership team of DecisionMap Wealth Management includes Chief Compliance Officer Mark Weber. It has 5 employees, 4 of them in advisory roles.
Leadership
- Mark WeberManaging Member & Chief Compliance Officer
- Paul BennettManaging Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Luke Robert Avery
- Luke Luck Bennett
- Paul Craven Bennett
- Mark Edward Weber
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Decisionmap Wealth Management, LLC
Paul Bennett
Control person · since October 2023
- Owns 25% to 50% of Decisionmap Wealth Management, LLC
Mark Weber
Control person · since October 2023
- Owns 10% to 25% of Decisionmap Wealth Management, LLC
Dynasty Financial Partners, LLC
since September 2023
DecisionMap Wealth Management’s regulatory assets grew 2.0× from $177M (February 2024) to $363M (March 2026); clients rose from 109 to 159 and employees from 4 to 5. In 2014, C5 Wealth Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $363M | 159 | 5 | 2 |
| March 2025 | $243M | 139 | 5 | 2 |
| February 2024 | $177M | 109 | 4 | 1 |
Firms that joined
20141 joined
- C5 Wealth ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, DecisionMap Wealth Management has 1 office, with 2 listed addresses in Georgia and Virginia.
Georgia · 1 listed address
- 3350 Riverwood Pkwy, Atlanta
Virginia · 1 listed address
- 746 Walker Road, Suite 16, Great FallsHQ
Contact and registration details
- Legal name
- Decisionmap Wealth Management, LLC
- Headquarters
- 746 Walker Road, Suite 16, Great Falls, VA 22066
- Website
- decisionmap.com
- Phone
- 703-520-1160
- @decisionmap-wealth-management
- SEC file
- 801-128871
- Structure
- Delaware LLC
- Fiscal year end
- December
DecisionMap Wealth Management uses Charles Schwab ($183M, 65%) and Fidelity ($100M, 35%) as custodians for its separately managed accounts. DecisionMap Wealth Management has custody of $6.5M in client assets for 23 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $183M65%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $100M35%
At year end, DecisionMap Wealth Management’s separately managed accounts were mostly in funds (57%) and stocks (26%). Its reported 13F holdings for the quarter ended 30 June 2026 total $179M across 145 positions; the largest are iShares TR (9.0%), SPDR Ser TR (6.1%) and iShares TR (4.2%).
What the accounts hold
- Stocks26%
- Funds57%
- Bonds11%
- Investment grade corporate bonds6%
- State and local bonds4%
- U.S. government and agency bonds1%
- Cash6%
Reported 13F holdings
- $179M
- Reported 13F value
- 145
- Positions
- 39.3%
- In the 10 largest
- +15.6%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF9.0%
- SPDR Ser TR · Prtflo S&P500 GW6.1%
- iShares TR · Core MSCI Eafe4.2%
- Nvidia Corporation3.1%
- iShares Inc. · Core MSCI Emkt3.1%
- SPDR Ser TR · Prtflo S&P500 VL3.0%
- iShares TR · Hdg MSCI Eafe3.0%
- Dimensional ETF Trust · Core Fixed Incom2.8%
- Apple Inc.2.6%
- Fidelity Merrimack Str TR · Total BD ETF2.4%
Together, the ten largest are 39.3% of reported value.
How many clients does DecisionMap Wealth Management have?
DecisionMap Wealth Management has 159 clients and manages $363 million for them, as of March 2026. They include 112 high-net-worth individuals and 47 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does DecisionMap Wealth Management offer?
DecisionMap Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does DecisionMap Wealth Management charge?
DecisionMap Wealth Management charges 0.25%–1.10% a year for its Wealth Management Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: DISCLOSURE BROCHURE FOR DECISIONMAP WEALTH MANAGEMENT, LLC, filed 11 March 2026
Which custodians does DecisionMap Wealth Management use?
DecisionMap Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $183M and Fidelity Brokerage Services LLC (Smithfield, RI), with $100M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does DecisionMap Wealth Management have?
DecisionMap Wealth Management has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does DecisionMap Wealth Management invest in?
At the end of its last fiscal year, DecisionMap Wealth Management’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 6% investment grade corporate bonds, 6% cash and equivalents, 4% state and local bonds and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns DecisionMap Wealth Management?
DecisionMap Wealth Management’s direct owners are Dynasty Financial Partners, LLC (10% to 25%), Mark Weber (25% to 50%) and Paul Bennett (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does DecisionMap Wealth Management get paid?
DecisionMap Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact DecisionMap Wealth Management?
DecisionMap Wealth Management’s main office is at 746 Walker Road, Suite 16, Great Falls, VA 22066. Its phone number is 703-520-1160. Its website is decisionmap.com.