Decisionmap Wealth Management LLC

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Decisionmap Wealth Management LLC
CRD #328429
SEC #801-128871
CIK #0002001526
AUM 363.4 M (2026-03-11)
Employees 5 (80% Investors, 0% Brokers)
Fees
Minimum
Phone703-520-1160
Address746 Walker Road
Great Falls, VA 22066
Source [IAPD] [EDGAR] [Website] [Facebook] [Instagram]
Total AUM ($M)
4003202401608002010201520212027
Fees and Compensation — Form ADV Part 2A (3/11/2026) [Brochure]
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]
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 ($M)
170136102683402023202420252027
AUM Breakdown Accounts AUM ($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)
ServesInstitutional, Retail
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