1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2DECISIONMAP WEALTH MANAGEMENT, LLC

Map pinGREAT FALLS, VA
Phone(703) 520-1160
NotebookSEC #801-128871
Total AUM
$363.4M
Employees
5
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
746 WALKER ROAD
SUITE 16
GREAT FALLS
VA 22066
United States
Operating Hours
8:30AM-5PM
Monday - Friday
Phone
(703) 520-1160
Other Offices
1

ReceiptFinancials

Total AUM
$363.4M
Accounts
799
Discretionary
$306.3M
Accounts
644
Non-Discretionary
$57.1M
Accounts
155

ContactClients

View more in analytics →

Individual Clients
47
AUM
$12.5M
HNW Individual Clients
112
AUM
$350.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLGAMDNCTXVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account