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| Happy Holidays!! thanks for using AUM13F!! |
| Decker Wealth Management LLC
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|---|---|
| CRD # | 150094 |
| SEC # | 801-70112 |
| CIK # | |
| AUM | $411.6 M (2025-07-21) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 615-212-2958 |
| Address | 4535 Harding Pike Nashville, TN 37205 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 52.9 |
| (b) Individuals (high net worth individuals) | 109 | 354.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 745 | 411.6 |
| By Discretionary | ||
| Discretionary | 688 | 399.8 |
| Non-Discretionary | 57 | 11.8 |
| Total | 745 | 411.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 411.0 | |
| Total | 745 | 411.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ORG Wealth Partners LLC
✚
|
TX | 0.4 |
|
Global Kandor Advisors LLC
✚
|
FL | 0.4 |
|
The Main Street Group Ltd
✚
|
VA | 0.4 |
|
Tilia Fiduciary Partners Inc
✚
|
NC | 0.4 |
|
Johnson & White Wealth Management LLC
✚
|
PA | 0.4 |
|
Socha Financial Group LLC
✚
|
NY | 0.4 |
|
Twin Peaks Wealth Advisors LLC
✚
|
0.4 | |
|
The Planning Project LLC
✚
|
TX | 0.4 |
|
Arnold Weitz & Co
✚
|
NE | 0.4 |
|
Stuart Chausse & Associates Inc
✚
|
0.4 |