Decker Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Decker Wealth Management reports 326 clients. They include 181 individual clients, 139 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 97.6% ($553M across 755 accounts) are managed with discretion; $13.5M across 60 accounts are not. Of its clients, 1% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 7% |
| High-net-worth individuals | 43% | 91% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 2% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 181 | $42M | 7.4% | $232K |
| High-net-worth individuals | 139 | $516M | 91.1% | $3.71M |
| Charitable organizations | Fewer than 5 | $4.9M | 0.9% | — |
| Corporations and other businesses | 6 | $3.41M | 0.6% | $569K |
| Total | 326 | $566M | 100% | — |
- Clients
- 181
- Regulatory AUM
- $42M
- AUM share
- 7.4%
- Avg. per client
- $232K
- Clients
- 139
- Regulatory AUM
- $516M
- AUM share
- 91.1%
- Avg. per client
- $3.71M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.9M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $3.41M
- AUM share
- 0.6%
- Avg. per client
- $569K
Total
- Clients
- 326
- Regulatory AUM
- $566M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Decker Wealth Management charges 0.40%–1.00% a year for its Investment Management Fee. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $5,000 annual minimum. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.80% |
| $3M–$5M | 0.60% |
| $5M and above | 0.40% |
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning and consulting are charged as a fixed fee, generally from $1,000 to $10,000, or hourly; fees are negotiable.
William Decker owns 75% or more of Decker Wealth Management. The leadership team of Decker Wealth Management includes Chief Investment Officer William Decker and Chief Compliance Officer Valerie Wilson. It has 7 employees, 6 of them in advisory roles.
Leadership
- Valerie WilsonChief Compliance Officer
- William DeckerChief Investment Officer
William DeckerManaging Member
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 6 in advisory functions
- 7 state-registered reps
- Owns 75% or more of Decker Wealth Management, LLC
William Decker
Control person · since April 2009
Decker Wealth Management’s regulatory assets grew 1.6× from $362M (March 2021) to $566M (March 2026); clients rose from 217 to 326 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $566M | 326 | 7 | 1 |
| July 2025 | $412M | 304 | 7 | 1 |
| March 2024 | $361M | 290 | 7 | 1 |
| March 2023 | $367M | 284 | 7 | 1 |
| March 2022 | $413M | 261 | 7 | 1 |
| March 2021 | $362M | 217 | 7 | 1 |
Besides its headquarters, Decker Wealth Management has 0 offices, with 1 listed address in Tennessee.
Tennessee · 1 listed address
- 4535 Harding Pike, Suite 201, NashvilleHQ
Contact and registration details
- Legal name
- Decker Wealth Management, LLC
- Headquarters
- 4535 Harding Pike, Suite 201, Nashville, TN 37205
- Website
- deckerwealth.com
- Phone
- 615-212-2958
- @decker-wealth-management-llc
- SEC file
- 801-70112
- Structure
- Tennessee LLC
- Fiscal year end
- December
Decker Wealth Management uses Charles Schwab ($561M) as custodian for its separately managed accounts. Decker Wealth Management has custody of $182M in client assets for 141 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $561M100%
At year end, Decker Wealth Management’s separately managed accounts were mostly in funds (51%) and stocks (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $471M across 107 positions; the largest are Vanguard Index Fds (6.4%), First TR Exchange Traded FD (6.0%) and Global X Fds (5.8%).
What the accounts hold
- Stocks33%
- Funds51%
- Bonds8%
- Investment grade corporate bonds7%
- U.S. government and agency bonds1%
- Cash8%
Reported 13F holdings
- $471M
- Reported 13F value
- 107
- Positions
- 45.5%
- In the 10 largest
- +6.9%
- Value vs. prior quarter
- Vanguard Index Fds · Growth ETF6.4%
- First TR Exchange Traded FD · Smid Risng ETF6.0%
- Global X Fds · Glb X Mlp Enrg I5.8%
- Vanguard Whitehall Fds · High Div Yld5.0%
- Pacer Fds TR · US Cash Cows 1004.8%
- Eli Lilly & CO4.3%
- First TR Exchng Traded FD VI · FT Vest U.S.3.9%
- iShares TR · Expnd Tec SC ETF3.5%
- Apple Inc.3.4%
- Alphabet Inc. · Cap Stk CL C2.5%
Together, the ten largest are 45.5% of reported value.
How many clients does Decker Wealth Management have?
Decker Wealth Management has 326 clients and manages $566 million for them, as of March 2026. They include 181 individual clients, 139 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Decker Wealth Management offer?
Decker Wealth Management provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, and tax planning.
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 Decker Wealth Management charge?
Decker Wealth Management charges 0.40%–1.00% a year for its Investment Management Fee. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $5,000 annual minimum.
Which custodians does Decker Wealth Management use?
Decker Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $561M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Decker Wealth Management have?
Decker Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Decker Wealth Management invest in?
At the end of its last fiscal year, Decker Wealth Management’s separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 8% cash and equivalents, 7% investment grade corporate 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 Decker Wealth Management?
Decker Wealth Management’s direct owner is William Decker (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Decker Wealth Management get paid?
Decker 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
Is Decker Wealth Management registered with the SEC?
Yes, Decker Wealth Management has been registered with the SEC as an investment adviser since 15 April 2009. Its CRD number is 150094 and its SEC file number is 801-70112.
Source: Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record
How do I contact Decker Wealth Management?
Decker Wealth Management’s main office is at 4535 Harding Pike, Suite 201, Nashville, TN 37205. Its phone number is 615-212-2958. Its website is deckerwealth.com.