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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).
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
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
Chief Compliance Officer
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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