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DECISIONMAP WEALTH MANAGEMENT, LLC

GREAT FALLS, VA · CRD 328429 · IAPD ↗ · (703) 520-1160

$363.4MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — DECISIONMAP WEALTH MANAGEMENT, LLC reported RAUM up 50% ($242.5M -> $363.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2025 — DECISIONMAP WEALTH MANAGEMENT, LLC moved its main office from RESTON, VA to GREAT FALLS, VA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
62
April 2025 — DECISIONMAP WEALTH MANAGEMENT, LLC reported RAUM up 37% ($177.4M -> $242.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
January 2025 — DECISIONMAP WEALTH MANAGEMENT, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
January 2025 — DECISIONMAP WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
September 2024 — DECISIONMAP WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2024 — DECISIONMAP WEALTH MANAGEMENT, LLC now reports custody of client assets ($14.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2024 — DECISIONMAP WEALTH MANAGEMENT, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.