{ "crd_number": 150094, "slug": "decker-wealth-management-llc-nashville-tn-150094", "primary_business_name": "DECKER WEALTH MANAGEMENT, LLC", "legal_name": "DECKER WEALTH MANAGEMENT, LLC", "dbas": [], "city": "Nashville", "state": "TN", "country": "United States", "cbsa_code": "34980", "metro": { "cbsa_code": "34980", "common_name": "Nashville", "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN", "path": "/advisors/tn/nashville" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2009-04-15", "years_registered": 17, "period": "2026-10-01", "filing_date": "2026-03-27", "carried_forward": false, "raum_total": 566167062.0, "raum_discretionary": 552634081.0, "raum_non_discretionary": 13532981.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 7, "advisory_employees": 6, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 4898983.0, "count": null, "fewer_than_5": true }, "individuals": { "raum": 41976804.0, "count": 181 }, "high_net_worth_individuals": { "raum": 515879008.0, "count": 139 }, "corporations_other_businesses": { "raum": 3412267.0, "count": 6 } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "AL", "AR", "AZ", "CA", "FL", "KY", "MS", "TN", "TX" ], "websites": [ "https://deckerwealth.com", "https://linkedin.com/company/decker-wealth-management-llc/about" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150094", "city_as_filed": "NASHVILLE", "url": "https://advisorcensus.com/firm/decker-wealth-management-llc-nashville-tn-150094", "display_name": "Decker Wealth Management, LLC", "summary": "Decker Wealth Management, LLC is an SEC-registered investment advisory firm in Nashville, TN, registered since 2009, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.", "citation": "AdvisorCensus. Decker Wealth Management, LLC (CRD 150094): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses" ], "quick_answers": [ { "q": "How is Decker Wealth Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Decker Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)." }, { "q": "Where is Decker Wealth Management, LLC located?", "a": "Decker Wealth Management, LLC's principal office is in Nashville, TN, according to its Form ADV." }, { "q": "Is Decker Wealth Management, LLC registered with the SEC or a state?", "a": "Decker Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 150094." }, { "q": "How much does Decker Wealth Management, LLC manage?", "a": "Decker Wealth Management, LLC reports $566,167,062 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (98% discretionary)." }, { "q": "How have Decker Wealth Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Decker Wealth Management, LLC: Regulatory assets under management: $361,592,232 in the October 2021 data and $566,167,062 in the October 2026 data, up 57%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Decker Wealth Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (181); high net worth individuals (139); corporations or other businesses not listed above (6)." }, { "q": "Which custodians does Decker Wealth Management, LLC use?", "a": "Decker Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does Decker Wealth Management, LLC report any disciplinary disclosures?", "a": "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/150094" }, { "q": "What changed in Decker Wealth Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $411,589,231 to $566,167,062 (+38%). Registered or notice-filed in AL." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 361592232.0, "total_employees": 7, "filing_date": "2021-03-02" }, { "period": "2022-10-01", "regulatory_assets_under_management": 412723658.0, "total_employees": 7, "filing_date": "2022-09-06" }, { "period": "2023-10-01", "regulatory_assets_under_management": 367137780.0, "total_employees": 7, "filing_date": "2023-09-05" }, { "period": "2024-10-01", "regulatory_assets_under_management": 360928239.0, "total_employees": 7, "filing_date": "2024-03-22" }, { "period": "2025-10-01", "regulatory_assets_under_management": 411589231.0, "total_employees": 7, "filing_date": "2025-07-21" }, { "period": "2026-10-01", "regulatory_assets_under_management": 566167062.0, "total_employees": 7, "filing_date": "2026-03-27" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $411,589,231 to $566,167,062 (+38%).", "Registered or notice-filed in AL." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false } ], "custodians_note": "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.", "markdown_url": "https://advisorcensus.com/firm/decker-wealth-management-llc-nashville-tn-150094.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 181, "fewer_than_5": false, "raum": 41976804.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 139, "fewer_than_5": false, "raum": 515879008.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": true, "raum": 4898983.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 6, "fewer_than_5": false, "raum": 3412267.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/150094", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }