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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-15-2009
- Office Locations
- 1
Office Locations
About Decker Wealth Management, LLC
Decker Wealth Management, LLC is a Nashville-based, SEC-registered RIA providing wealth management, financial and estate planning, and insurance coordination for individuals and families, including entrepreneurs and athletes. Portfolios focus on asset allocation using mutual funds, ETFs and fixed income, with socially responsible investing where appropriate. The firm emphasizes robust, easy-to-understand client reporting and a tech-forward workflow (Black Diamond).
Reported data analysis
What the numbers show
Between July 21, 2025 and March 27, 2026, reported AUM increased 37.6%, from $411.6M to $566.2M.
Across 5 reported observations, AUM increased 37.2% between September 6, 2022 and March 27, 2026, from $412.7M to $566.2M.
Of the latest reported AUM, 97.6% is discretionary and 2.4% is non-discretionary.
The firm reports 6 advisory representatives and 328 clients, or 54.7 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
WILLIAM SHANNON DECKER III
Managing Member, Private Wealth Advisor
- CRD
- #2243114
- Ownership
- 75% or more
WILLIAM SHANNON DECKER IV
Chief Investment Officer, Private Wealth Advisor
- CRD
- #6024677
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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THOMAS R BOYD
Financial advisor
- CRD
- #6282877
Richard Taylor Bright
Investment Advisor, Portfolio Manager
- CRD
- #7190021
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $552,634,081 | $731,966 |
| Non-Discretionary | $13,532,981 | $225,550 |
| Total | $566,167,062 | $694,684 |
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Separately Managed Accounts
SMA allocation detail is available
Decker Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Decker Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.