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| Decisionmap Wealth Management LLC
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| CRD # | 328429 |
| SEC # | 801-128871 |
| CIK # | 0002001526 |
| AUM | 363.4 M (2026-03-11) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 703-520-1160 |
| Address | 746 Walker Road Great Falls, VA 22066 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
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| Fees and Compensation — Form ADV Part 2A (3/11/2026) [Brochure] |
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Item 5. Fees and Compensation
DMWM offers services on a fee basis, which includes fixed, as well as fees based upon assets under
management or advisement. Additionally, certain of the Firm’s Supervised Persons, in their individual
capacities, offer insurance products under a separate commission-based arrangement.
Financial Planning and Consulting Fees
DMWM charges a fixed fee for providing financial planning and consulting services under a stand-alone
engagement. These fees are negotiable but range from $10,000 to $50,000 depending upon the scope and
complexity of the services and the professional rendering the financial planning and/or the consulting
services. If the client engages the Firm for additional investment advisory services, DMWM can offset all
or a portion of its fees for those services based upon the amount paid for the financial planning and/or
consulting services.
The terms and conditions of the financial planning and/or consulting engagement are set forth in the
Advisory Agreement. For project-based services DMWM requires one-half of the fee payable upon
execution of the Advisory Agreement. The outstanding balance is due upon delivery of the financial plan
or completion of the agreed upon services. The Firm does not, however, take receipt of $1,200 or more in
prepaid fees, six or more months in advance of services rendered.
Wealth Management Fees
DMWM offers wealth management services for an annual fee based on the amount of assets under the
Firm’s management. The wealth management services include a broad range of financial planning and
consulting services as well as discretionary management of investment portfolios. This management fee
varies in accordance with the following blended fee schedule, which is effective for new households as of
March 2026:
PORTFOLIO VALUE BASE FEE
First $1,000,000 1.10%
Next $2,000,000 0.80%
Next $2,000,000 0.70%
Next $5,000,000 0.60%
Assets more than$10,000,000 0.25%
For clarification, this is a blended fee schedule. All clients will pay 1.1% on their first $1M of AUM. The
next $2M of AUM will be billed at 0.8%. Thus a $3M client would pay $11,000 on the first $1M and
$16,000 on the next $2M, for a total of $27,000, which equates to a blended rate of 0.9%. The annual fee
is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by
DMWM on the last day of the previous quarter as determined by a party independent from the Firm
Page | 8
Disclosure Brochure DecisionMap Wealth Management, LLC
(including the client’s custodian or another third-party).
Prior Fee Structure for Legacy Clients
The standard fee structure in place prior to March 2026 is as follows: Clients will pay 1.1% on their first
$1M of AUM. The next $2M of AUM will be billed at 0.7%. Thus a $3M client would pay $11,000 on
the first $1M and $14,000 on the next $2M, for a total of $25,000, which equates to a blended rate of
0.8333%. The annual fee is prorated and charged quarterly, in advance, based upon the market value of the
assets being managed by DMWM on the last day of the previous quarter as determined by a party
independent from the Firm (including the client’s custodian or another third-party).
PORTFOLIO VALUE BASE FEE
First $1,000,000 1.10%
Next $2,000,000 0.70%
Next $2,000,000 0.60%
Next $5,000,000 0.50%
Assets more than$10,000,000 0.25%
The Firm includes cash in a client’s account in determining the valuation for billing purposes. The Firm
can, in its sole discretion, not include cash in determining the fee, especially when a client has a high
percentage of cash for reasons other than the Firm's investment management decision.
If assets are deposited into or withdrawn from an account after the inception of a billing period, fee
adjustments will be made for deposits and withdrawals in excess of $50,000 during the quarter. For the
initial period of an engagement, the fee is calculated on a pro rata basis. In the event the advisory agreement
is terminated, the fee for the final billing period is prorated through the effective date of the termination and
the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.
Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g.,
held-away assets, accommodation accounts, alternative investments, etc.), DMWM can negotiate a fee rate
that differs from the range set forth above. Clients are advised that a conflict of interest exists for the Firm
to recommend that clients engage DMWM for additional services for compensation, including rolling over
retirement accounts or moving other assets to the Firm’s management. Clients retain absolute discretion
over all decisions regarding engaging the Firm and are under no obligation to act upon any of the
recommendations.
Fee Discretion
DMWM can, in its sole discretion, negotiate to charge a lesser fee based upon certain criteria, such as
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/11/2026) [Brochure] |
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Item 7. Types of Clients
DMWM offers services to individuals, trusts, estates, charitable organizations, corporations and other
business entities, pension, and profit-sharing plans.
Minimum Account Value
As a condition for starting and maintaining an investment management relationship, DMWM imposes a
minimum portfolio value of $1,000,000. DMWM can, in its sole discretion, accept clients with smaller
portfolios based upon certain criteria, including anticipated future earning capacity, anticipated future
additional assets, dollar amount of assets to be managed, related accounts, account composition, pre-
existing client, account retention, and pro bono activities. DMWM only accepts clients with less than the
minimum portfolio size if the Firm determines the smaller portfolio size will not cause a substantial increase
of investment risk beyond the client’s identified risk tolerance. DMWM can, in its sole discretion, aggregate
the portfolios of family members to meet the minimum portfolio size. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.5 | ||
| Apple Inc | 4.1 | ||
| Fidelity Wise Origin Bitcoin Fund | 3.6 | ||
| Microsoft Corp | 2.8 | ||
| Coca Cola Co | 2.7 | ||
| Alphabet Inc | 1.9 | ||
| Amazon Com Inc | 1.5 | ||
| Facebook Inc | 1.2 | ||
| Procter & Gamble Co | 1.2 | ||
| Holdings by Sector ($M) |
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 12.5 |
| (b) Individuals (high net worth individuals) | 112 | 350.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 799 | 363.4 |
| By Discretionary | ||
| Discretionary | 644 | 306.3 |
| Non-Discretionary | 155 | 57.1 |
| Total | 799 | 363.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 363.4 | |
| Total | 799 | 363.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002001526] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Shelton Wealth Management LLC
✚
|
TX | 364.5 M |
|
Invenio Wealth Partners LLC
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|
FL | 364.0 M |
|
Croak Asset Management LLC
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|
OH | 363.9 M |
|
Horizon Investment Services LLC
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IN | 363.8 M |
|
Greenfield Seitz Capital Management LLC
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|
TX | 363.4 M |
|
Leclair Wealth Partners LLC
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|
OH | 363.0 M |
|
Riverpath Investments LLC
✚
|
362.9 M | |
|
Motive Wealth Advisors LLC
✚
|
MI | 362.6 M |
|
Income Focus Portfolio Management LLC
✚
|
WY | 362.5 M |
|
Dynamic Market Advantage LLC
✚
|
KY | 361.9 M |