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Building 2DECKER WEALTH MANAGEMENT, LLC

Map pinNASHVILLE, TN
Phone615-212-2958
NotebookSEC #801-70112
Total AUM
$566.2M
Employees
7
Clients
327

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4535 HARDING PIKE
SUITE 201
NASHVILLE
TN 37205
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
615-212-2958

ReceiptFinancials

Total AUM
$566.2M
Accounts
815
Discretionary
$552.6M
Accounts
755
Non-Discretionary
$13.5M
Accounts
60

ContactClients

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Individual Clients
181
AUM
$42M
HNW Individual Clients
139
AUM
$515.9M
Charitable Organization Clients
1
AUM
$4.9M
Corporation or Business Clients
6
AUM
$3.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCAFLKYMSTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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