|
⚲
|
| Decker Wealth Management LLC
✚
| |
|---|---|
| CRD # | 150094 |
| SEC # | 801-70112 |
| CIK # | |
| AUM | $360.9 MM (2024-03-22) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 615-212-2958 |
| Address | 4535 Harding Pike Nashville, TN 37205 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 188 | 50.5 |
| (b) Individuals (high net worth individuals) | 102 | 307.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 714 | 360.9 |
| By Discretionary | ||
| Discretionary | 663 | 349.2 |
| Non-Discretionary | 51 | 11.7 |
| Total | 714 | 360.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 360.3 | |
| Total | 714 | 360.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Access Investment Management LLC
✚
|
GA | 0.4 |
|
Stuart Chausse & Associates Inc
✚
|
CA | 0.4 |
|
Juncture Asset Management LLC
✚
|
AZ | 0.4 |
|
Noble Family Wealth LLC
✚
|
FL | 0.4 |
|
Benchmark Wealth Management LLC
✚
|
CT | 0.4 |
|
LEGA Z Advisory LLC
✚
|
CA | 0.4 |
|
Davis Investment Partners LLC
✚
|
NC | 0.4 |
|
Envision Capital Management Inc
✚
|
CA | 0.4 |
|
Uncommon Cents Investing LLC
✚
|
WI | 0.4 |
|
Spivak Asset Management LLC
✚
|
CT | 0.4 |