Decisionmap Wealth Management, LLC
Decisionmap Wealth Management, LLC is an SEC-registered wealth manager in Great Falls, VA with $363.4M assets under management (AUM, regulatory AUM), +50% over one year. See who owns Decisionmap Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328429, SEC 801-128871, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $363.4M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Great Falls, VA
- Employees
- 5
- Clients
- 159
- CRD
- 328429
- Ownership
- MORRIS, JONATHAN, RICHARD; WEBER, MARK, EDWARD; GF-DYNASTY HOLDINGS, LLC; DYNASTY FINANCIAL PARTNERS, LLC; BUTTE, ANDREW, THOMAS
How much AUM does Decisionmap Wealth Management, LLC have?
Decisionmap Wealth Management, LLC reported $363.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Decisionmap Wealth Management, LLC?
Disclosed owners and executives of Decisionmap Wealth Management, LLC include MORRIS, JONATHAN, RICHARD, WEBER, MARK, EDWARD, GF-DYNASTY HOLDINGS, LLC, DYNASTY FINANCIAL PARTNERS, LLC, BUTTE, ANDREW, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.