AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / District of Columbia / Washington / Decisionmap Wealth Management, LLC

Decisionmap Wealth Management, LLC

Great Falls, VASEC-registered investment adviserCRD 328429

Filed as DECISIONMAP WEALTH MANAGEMENT, LLC

Decisionmap Wealth Management, LLC is an SEC-registered investment advisory firm in Great Falls, VA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

2 years
registered since 2023
$363,433,557
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Decisionmap Wealth Management, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Decisionmap Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Decisionmap Wealth Management, LLC located?

Decisionmap Wealth Management, LLC's principal office is in Great Falls, VA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Decisionmap Wealth Management, LLC registered with the SEC or a state?

Decisionmap Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328429.

How much does Decisionmap Wealth Management, LLC manage?

Decisionmap Wealth Management, LLC reports $363,433,557 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (84% discretionary).

How have Decisionmap Wealth Management, LLC's assets and staff changed since 2024?

In the Form ADV data for Decisionmap Wealth Management, LLC: Regulatory assets under management: $177,416,430 in the October 2024 data and $363,433,557 in the October 2026 data, up 105%. Total employees: 4 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Decisionmap Wealth Management, LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (112); individuals (other than high net worth individuals) (47).

Which custodians does Decisionmap Wealth Management, LLC use?

Decisionmap Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

Does Decisionmap Wealth Management, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328429

What changed in Decisionmap Wealth Management, LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $242,531,946 to $363,433,557 (+50%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 11, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$363,433,557

$363,433,557 as of October 2026, filing dated March 11, 2026.

Discretionary: $306,311,225.Non-discretionary: $57,122,332.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 47 Assets $12,529,152 (3%)
High net worth individuals
Clients 112 Assets $350,904,405 (97%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2023 (2 years)
Employees
Total: 5. Performing investment advisory functions: 4.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
Atlanta, GA
States registered or notice-filed
7 states or jurisdictions
DCFLGAMDNCTXVA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$177M 2024 $243M 2025 $363M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$363,433,5575March 11, 2026
October 2025$242,531,9465March 6, 2025
October 2024$177,416,4304August 19, 2024

Regulatory assets under management: $177,416,430 in the October 2024 data and $363,433,557 in the October 2026 data, up 105%.

Total employees: 4 in October 2024 and 5 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $242,531,946 to $363,433,557 (+50%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
decisionmap.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Decisionmap Wealth Management, LLC (CRD 328429): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/decisionmap-wealth-management-llc-great-falls-va-328429