Decisionmap Wealth Management, LLC
DecisionMap Wealth Management, LLC is an independent registered investment adviser headquartered in Reston, Virginia, United States. The firm focuses on providing comprehensive financial planning and wealth management services primarily for executives, professionals, and retirees. Established with a fiduciary approach, DecisionMap emphasizes client-first service and collaborative, values-based guidance to help clients achieve their desired lifestyles. It serves high net worth individuals and individual investors, with around 4-5 employees as of 2025, and provides discretionary portfolio management and holistic advice.
Investment Strategy
DecisionMap Wealth Management, LLC follows a collaborative, fiduciary, and client-centric investment philosophy. The firm works closely with successful professionals, executives, and retirees to map and align investment and financial planning strategies with their clients’ values, goals, and objectives. It primarily manages discretionary accounts for U.S. high net worth individuals and offers comprehensive, holistic financial advice that covers retirement planning, portfolios, and total wealth management. DecisionMap’s approach is deeply rooted in transparency, participation, and active decision making, with a focus on long-term financial wellness and optimizing each client's overall financial trajectory.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 7.22% | $11.3M | 16,836 | $590.09 | $669.30 | +$890.0K |
S SPYG | SPDR SER TR | 5.50% | $8.6M | 82,149 | $87.41 | $104.51 | +$723.7K |
S SPYV | SPDR SER TR | 3.66% | $5.7M | 103,061 | $51.30 | $55.33 | +$498.4K |
I IEFA | ISHARES TR | 3.57% | $5.6M | 63,786 | $70.37 | $87.31 | +$218.5K |
H HEFA | ISHARES TR | 3.00% | $4.7M | 117,954 | $34.87 | $39.61 | +$258.1K |