Decker Wealth Management, Llc
- Regulatory AUM
- $566M
- Discretionary
- $553M
- Clients
- 326
- Avg AUM / client
- $1.7M
- Accounts
- 815
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 181 | $42.0M | 7.41% |
| High net worth individuals | 139 | $516M | 91.1% |
| Charitable organizations | Fewer than 5 clients | $4.9M | 0.87% |
| Corporations and other businesses | 6 | $3.4M | 0.6% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Valerie Marie Wilson | Chief Compliance Officer | Apr 2009 (17y) | Less than 5% | |
| William Shannon Decker | Managing Member | Apr 2009 (17y) | 75% or more | |
| Thomas R Boyd | Registered representative | Sep 2014 (12y) | ||
| William Shannon Decker | Registered representative | Feb 2017 (9y) | ||
| Richard Taylor Bright | Registered representative | Jan 2020 (7y) | ||
| Trent Coleman Green | Registered representative | Feb 2021 (5y) | ||
| Elizabeth Rutland Newman | Registered representative | Mar 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $561M (99% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $21.4M (12% of AUM) Mar 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗