# 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.

- CRD: 328429
- Filed as: DECISIONMAP WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Great Falls, VA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328429
- AdvisorCensus page: https://advisorcensus.com/firm/decisionmap-wealth-management-llc-great-falls-va-328429

## Quick answers

**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

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $363,433,557
- Discretionary: $306,311,225
- Non-discretionary: $57,122,332

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $12,529,152 |
| High net worth individuals | 112 | $350,904,405 |

### 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)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, FL, GA, MD, NC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Atlanta, GA

### Websites listed on Form ADV (Item 1.I)
- decisionmap.com
- Facebook @DecisionMap-Wealth-Management
- Instagram @decisionmapwm
- LinkedIn @decisionmap-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $177,416,430 | 4 | August 19, 2024 |
| October 2025 | $242,531,946 | 5 | March 6, 2025 |
| October 2026 | $363,433,557 | 5 | March 11, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $242,531,946 to $363,433,557 (+50%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Decisionmap Wealth Management, LLC (CRD 328429): Form ADV filing data as of October 2026.