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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Pathway foundationUnison
- Established Date
- 10-19-2023
- Office Locations
- 2
Office Locations
About Decisionmap Wealth Management, LLC
DecisionMap Wealth Management is an independent, SEC-registered RIA and fiduciary serving executives, successful professionals, and retirees who prefer to delegate day-to-day management while staying engaged. The firm provides comprehensive financial planning and retirement-focused wealth management, using its DecisionMap process to align trade-offs and investment decisions with client values and goals. Assets are custodied at Charles Schwab.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
PAUL CRAVEN BENNETT
Financial Advisor, General Partner, Managing Member
- CRD
- #1933992
- Ownership
- 50% but less than 75%
MARK EDWARD WEBER
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #4206558
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Luke Robert Avery
Analyst
- CRD
- #7568715
LUKE LUCK BENNETT
--
- CRD
- #3260552
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $306,311,225 | $475,639 |
| Non-Discretionary | $57,122,332 | $368,531 |
| Total | $363,433,557 | $454,861 |
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Separately Managed Accounts
Total SMA Asset: $363,433,557
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $293,931,942 | 6.2% |
| Equity - Exchange | $1,099,874,364 | 23.2% |
| Cash | $549,937,182 | 11.6% |
| Corporate - Investment Grade | $1,033,502,635 | 21.8% |
| Municipal Bonds | $1,422,251,333 | 30.0% |
| U.S. Government/Agency | $341,340,321 | 7.2% |
| Total | $4,740,837,777 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST MOMENTUM BEACON | OPTIMA FOUNDATION | DHY0OXG1N | TPM | 0.94% | $119,896,201 |
| RIDGE VALUE | UNISON BEACON | H8UTV6211 | UCUCZ | 1.01% | $30,679,943 |
| UNISON FRONTIER | ATLAS ELEMENT | UHZJREFJD | DZY | 3.10% | $38,872,576 |
| MATRIX FRONTIER | VERTEX OAK | 866AOAUDR | GQR | 3.57% | $90,361,382 |
| FOUNDATION TIMBER HORIZON | ZENITH HARBOR | 1XA00RPG9 | TGBI | 7.72% | $104,746,283 |
| CAPITAL MOMENTUM | RIDGE WAVE | UHLIYIBAZ | FRKU | 6.62% | $63,453,470 |
| MATRIX EAGLE MERIDIAN | WAVE CAPITAL | 2A3ZD7NSG | PDT | 7.82% | $83,318,962 |
| HARBOR MERIDIAN | MATRIX ZENITH | BSK802TI4 | WTVB | 5.94% | $103,477,783 |