DecisionMap Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DecisionMap Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm delivers both discretionary and non‑discretionary portfolio management and advises on a range of instruments including individual equities and debt, mutual funds, ETFs, privately placed securities, and allocations to third‑party managers.
DMWM typically implements a core‑satellite investment framework, combining passive core exposures with active satellite strategies and applying fundamental, technical, and cyclical analysis to portfolio construction. The firm routinely selects and monitors third‑party managers and uses Dynasty’s TAMP and related model/overlay tools for implementation, while tailoring allocations to each client’s objectives, risk tolerance, and liquidity needs.
Notably, several of DMWM’s supervised persons are licensed insurance agents who offer commissionable insurance products through platforms such as Advisors Excel, a relationship the firm discloses as a potential conflict of interest. The firm also maintains a contractual relationship and a minority, non‑controlling interest with Dynasty Financial Partners—including access to Dynasty’s operational platform and financing through Dynasty Advisors Financing Services—which it discloses and monitors in managing potential conflicts.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.10% $1,000,001 - $3,000,000: 0.80% on next $2,000,000 $3,000,001 - $5,000,000: 0.70% on next $2,000,000 $5,000,001 - $10,000,000: 0.60% on next $5,000,000 $10,000,001+: 0.25%
Certain supervised persons offer insurance products on a commission basis.
Account minimum: $1,000,000 Fee-only: Fixed fees for financial planning and consulting range from $10,000 to $50,000, negotiable depending on scope and complexity.
Main office
See office746 Walker Road, Suite 16
Great Falls VA 22066
Advisors at this office
3
Offices (2)
Most active in
District of Columbia · Florida · Georgia · Maryland · North Carolina · Texas · Virginia
Also doing business as
Decisionmap Wealth Management, LLC · Katia Wealth Ventures, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Luke B
Series 63, Series 65, Series 66
Atlanta, GA
DecisionMap Wealth Management, LLC
Luke Bennett is a financial advisor at DecisionMap Wealth Management, LLC with 16 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Suntrust Investment Services, Salvus Capital Management, and Lehman Brothers. DecisionMap Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment framework that combines passive core exposures with active satellite strategies, tailoring portfolio allocations to client objectives and risk tolerance.
Mark W
CFP®, CFA®, Series 66
Great Falls, VA
DecisionMap Wealth Management, LLC
Mark Weber is a financial advisor at DecisionMap Wealth Management, LLC with 22 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations and previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. Weber is also a licensed insurance agent selling fixed insurance products. DecisionMap Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment approach that combines passive and active strategies, incorporating fundamental, technical, and cyclical analysis tailored to each client's objectives and risk tolerance.
Paul B
CFP®, ChFC®, Series 63, Series 65
Great Falls, VA
DecisionMap Wealth Management, LLC
Paul Bennett is a financial advisor at DecisionMap Wealth Management, LLC with 26 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Goldman Sachs Personal Financial Management and United Capital Financial Advisors. In addition to his advisory work, he is an author who writes and promotes books. DecisionMap Wealth Management offers financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment approach that combines passive and active strategies, utilizing fundamental, technical, and cyclical analysis tailored to clients’ objectives and risk tolerances.
Luke A
CFP®, Series 65
Great Falls, VA
DecisionMap Wealth Management, LLC
Luke Avery is a CFP® and Series 65-licensed advisor at DecisionMap Wealth Management, LLC with three years of industry experience. Prior to joining DecisionMap, he worked at Goldman Sachs Personal Financial Management and has experience in both financial services and other sectors including education and logistics. DecisionMap Wealth Management provides financial planning, consulting, and investment management to a range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a core-satellite investment strategy that combines passive and active approaches, tailoring portfolios to clients’ objectives and risk tolerances.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)