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| Decker Wealth Management LLC
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|---|---|
| CRD # | 150094 |
| SEC # | 801-70112 |
| CIK # | 0002129751 |
| AUM | 566.2 M (2026-03-27) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 615-212-2958 |
| Address | 4535 Harding Pike Nashville, TN 37205 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 15.9 | ||
| Apple Inc | 13.5 | ||
| Alphabet Inc | 9.7 | ||
| Broadcom Inc | 9.0 | ||
| Wal Mart Stores Inc | 8.9 | ||
| Microsoft Corp | 8.5 | ||
| TJX Companies Inc /DE/ | 8.0 | ||
| Amazon Com Inc | 6.9 | ||
| HCA Holdings Inc | 6.7 | ||
| Nucor Corp | 6.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 42.0 |
| (b) Individuals (high net worth individuals) | 139 | 515.9 |
| (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 | 4.9 |
| (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 | 6 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 815 | 566.2 |
| By Discretionary | ||
| Discretionary | 755 | 552.6 |
| Non-Discretionary | 60 | 13.5 |
| Total | 815 | 566.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 565.6 | |
| Total | 815 | 566.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002129751] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 (1 non-US) |
| Serves | Retail |
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