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DECKER WEALTH MANAGEMENT, LLC
CRD 150094File 801-70112
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$566.2M
Above cohort median (national)
Discretionary AUM
$552.6M
Non-discretionary $13.5M
Clients
326
815 accounts
Employees
7
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 15, 2009
- Principal office
- 4535 HARDING PIKE, SUITE 201, NASHVILLE, TN, 37205
- Phone
- 615-212-2958
- Website
- HTTP://WWW.DECKERWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $566.2M
- Discretionary AUM
- $552.6M
- Non-discretionary AUM
- $13.5M
- Discretionary accounts
- 755
- Non-discretionary accounts
- 60
- Total accounts
- 815
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $3.4M |
| Charitable organizations | Fewer than 5 | $4.9M |
| High net worth individuals | 139 | $515.9M |
| Individuals (other than high net worth individuals) | 181 | $42.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.