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DecisionMap Wealth Management, LLC

Updated today

Client assets under management

$363,433,557

Clients

159

70% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

40

Low

Average account size

$2,285,746

About

DecisionMap Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm delivers both discretionary and non‑discretionary portfolio management and advises on a range of instruments including individual equities and debt, mutual funds, ETFs, privately placed securities, and allocations to third‑party managers.

DMWM typically implements a core‑satellite investment framework, combining passive core exposures with active satellite strategies and applying fundamental, technical, and cyclical analysis to portfolio construction. The firm routinely selects and monitors third‑party managers and uses Dynasty’s TAMP and related model/overlay tools for implementation, while tailoring allocations to each client’s objectives, risk tolerance, and liquidity needs.

Notably, several of DMWM’s supervised persons are licensed insurance agents who offer commissionable insurance products through platforms such as Advisors Excel, a relationship the firm discloses as a potential conflict of interest. The firm also maintains a contractual relationship and a minority, non‑controlling interest with Dynasty Financial Partners—including access to Dynasty’s operational platform and financing through Dynasty Advisors Financing Services—which it discloses and monitors in managing potential conflicts.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Active portfolio management Private / alternative investments Real estate investing

Fee options

Percentage

$0 - $1,000,000: 1.10% $1,000,001 - $3,000,000: 0.80% on next $2,000,000 $3,000,001 - $5,000,000: 0.70% on next $2,000,000 $5,000,001 - $10,000,000: 0.60% on next $5,000,000 $10,000,001+: 0.25%

Commissions

Certain supervised persons offer insurance products on a commission basis.

Other

Account minimum: $1,000,000 Fee-only: Fixed fees for financial planning and consulting range from $10,000 to $50,000, negotiable depending on scope and complexity.

Main office location

DecisionMap Wealth Management, LLC

746 Walker Road, Suite 16

Great Falls VA 22066, United States

Number of offices

2

Most active in

District of Columbia · Florida · Georgia · Maryland · North Carolina · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Luke B

Series 63, Series 65, Series 66

Atlanta, GA

DecisionMap Wealth Management, LLC

Luke Bennett is a financial advisor at DecisionMap Wealth Management, LLC in Atlanta, GA, with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining DecisionMap Wealth Management, he worked at SunTrust Investment Services, Inc. and Salvus Capital Management, LLC. DecisionMap Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core–satellite investment approach, utilizing various analysis methods and a broad range of securities and third-party managers to construct portfolios.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Real estate investing
user avatar

Mark W

CFP®, CFA®, Series 66

Great Falls, VA

DecisionMap Wealth Management, LLC

Mark Weber is a CFP® and CFA® with 22 years of experience in financial advising. He is currently with DecisionMap Wealth Management, LLC, where he has worked since 2023. Prior to that, he held positions at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. He is also a licensed insurance agent involved in fixed insurance sales. DecisionMap Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core–satellite investment approach, utilizing a range of securities and third-party platforms to support portfolio implementation and monitoring.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Real estate investing
user avatar

Paul B

CFP®, ChFC®, Series 63, Series 65

Great Falls, VA

DecisionMap Wealth Management, LLC

Paul Bennett is a CFP® and ChFC® with 25 years of experience in financial advising. He currently works at DecisionMap Wealth Management, LLC and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. Outside of advising, he is an author who writes and promotes books. DecisionMap Wealth Management provides financial planning, consulting, and discretionary investment management to a range of clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a core–satellite investment approach, utilizing various securities and third-party platforms to implement and monitor portfolios.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Real estate investing
user avatar

Luke A

Series 65

Reston, VA

DecisionMap Wealth Management, LLC

Luke Avery is a financial advisor at DecisionMap Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Goldman Sachs. DecisionMap Wealth Management provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core–satellite investment approach and utilizes a variety of securities and third-party platforms to support portfolio construction and management.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Real estate investing
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