Decker Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$557,855,812
Clients
320
Advisors
7
of 7 employees
About
Decker Wealth Management serves individuals (including high-net-worth clients), trusts, estates, charitable organizations, and small businesses by providing comprehensive financial planning, consulting, and investment management on both discretionary and non-discretionary bases. The firm primarily implements portfolios using exchange-traded funds and individual equity and fixed-income securities and charges fees based on assets under management.
The firm’s investment process combines fundamental, technical, and cyclical analysis with a focus on asset allocation and tax-aware security selection tailored to each client’s risk tolerance and time horizon. DWM also uses derivatives—most notably options strategies, including long and short positions for hedging or speculative purposes—and provides management guidance for assets held in variable annuity products and employer-sponsored retirement plans.
Compared with many peers, DWM’s active use of options and other derivatives in client accounts is a relatively uncommon practice among team firms of its size. The firm operates with a mid-sized advisory team overseeing over $500 million in client assets and maintains custodial and operational relationships (including Schwab-provided trading, reporting, and software support) that enable aggregated trading and electronic account services.
Client services
Expertise
Fee options
Fixed fees for financial planning and consulting services generally range from $1,000 to $10,000, negotiable.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
Hourly fees may apply for financial planning and consulting services.
Minimum fee: Minimum quarterly fee of $1,250 Fee-only: Fixed fees for financial planning generally range from $1,000 to $10,000; hourly fees may also apply.
Main office
4535 Harding Pike, Suite 201
Nashville TN 37205
Advisors at this office
7
Most active in
Alabama · Arizona · Arkansas · California · Florida · Kentucky · Mississippi · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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