SourcingSourcing

DECISIONMAP WEALTH MANAGEMENT, LLC

B54
CRD 328429·SEC 801-128871·GREAT FALLS, VA
AUM
$363.4M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DECISIONMAP WEALTH MANAGEMENT, LLC
CRD
328429
SEC file #
801-128871
EIN
933912132
DBA names
—

Economics

AUM
$363.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$242.5M → $363.4M▲ +50%
Client mix
Individuals High Net Worth112
Individuals Other47

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
GREAT FALLS VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BENNETT, PAUL, CRAVEN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BENNETT, PAUL, CRAVEN
WEBER, MARK, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002001526
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-10
Edgar Last Filing Date
2026-04-15
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-15
Accession0002001526-26-000003

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.6397
Soi Zip Pct 200k Plus
0.4758
Soi Zip Returns 200k Plus
4,120
Soi Zip Total AGI
4,551,126
Fdic Zip Total Deposits
15,813,347,000
Fdic Zip Branch Count
168
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Trustar Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
746 WALKER ROADSUITE 16GREAT FALLS, VA 22066
Business
746 WALKER ROADSUITE 16GREAT FALLS, VA 22066
Edgar EIN
933912132
Edgar Recent Filings
13F-HR2026-04-15 · 0002001526-26-000003
13F-HR2026-01-07 · 0002001526-26-000001
Fdic Zip Branches Raw
Signet Bank-VirginiaGreat Falls, VA
First Virginia BankGreat Falls, VA
Fdic Zip HHI
954.84
Fdic Zip Top Bank Share Pct
14.99
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI14,355
Returns1,490
Stub 2
AGI24,381
Returns670
Stub 3
AGI31,241
Returns510
Soi Zip Total Business Income
127,022
Soi Zip Total Cap Gains
801,088
Soi Zip Total Dividends
204,321
Soi Zip Total Returns
8,660
Top Owner CRD
1933992
Trust Company Affiliate
No

People (4)

4
BENNETT, PAUL, CRAVEN
IAR · Direct Owner · 62.5%
1933992
WEBER, MARK, EDWARD
IAR · Direct Owner · 37.5%
4206558
LUKE LUCK BENNETT
IAR
3260552
Luke Robert Avery
IAR
7568715