DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
D••••• W••••• M••••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Feb 3, 2012 · 25 filings
SEC status approved since Apr 15, 2009
RAUM
$566M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
99%
$558M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$80.9M
derived; firm RAUM over IAPD count
Employees
7
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$566M as of Mar 27, 2026
Feb 3, 2012$74.4M then
HNW client RAUM$516M as of Mar 27, 2026
Mar 21, 2018$143M then
State-registered IARs (5.B.3)7 as of Mar 27, 2026
Feb 3, 20120 then
Employees (5.A)7 as of Mar 27, 2026
Mar 20, 20133 then
Private funds: no history
RAUM +38% over the last fiscal year+16% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $80.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 46derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.7MderivedHNW RAUM over HNW clients
- Average account
- $694,684derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 0.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +38%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.3%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $182M, 141 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$516M91%
- Individuals$42.0M7.4%
- Charitable organizations$4.9M0.9%
- Corporations and businesses$3.4M0.6%
- Individual clients
- 181reported
- HNW clients
- 139reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 815reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $182M for 141 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| V•••••• M•••• W••••• | Nashville, Tn | Apr 23, 2009 | 37 y | 2 |
| W•••••• S•••••• D••••• | Nashville, Tn | Apr 23, 2009 | 34 y | 3 |
| T••••• R• B••• | Nashville, Tn | Sep 5, 2014 | 12 y | 0 |
| W•••••• S•••••• D••••• | Nashville, Tn | Feb 10, 2017 | 11 y | 0 |
| R•••••• T••••• B••••• | Nashville, Tn | Jan 22, 2020 | 16 y | 0 |
| T•••• C•••••• G•••• | Nashville, Tn | Feb 26, 2021 | 30 y | 3 |
| E•••••••• R•••••• N••••• | Nashville, Tn | Mar 10, 2021 | 31 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- M••••• K•••••• F•••• to ••••••••Dec 19, 2012 · Other
Joined, latest
- E•••••••• R•••••• N••••• from B••• O• A•••••• I••••••••• S•••••••• I•••Mar 10, 2021 · Other
- T•••• C•••••• G•••• from R••••••• I••••••••• G•••• I••Feb 26, 2021 · RIA to RIA
- M••••• K•••••• F•••• from U•• F•••••••• S••••••• I•••Jan 5, 2011 · Other
- W•••••• S•••••• D••••• from S••••••• G•••• C••••••Apr 23, 2009 · Other
- V•••••• M•••• W••••• from S••••••• G•••• C••••••Apr 23, 2009 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- D•••••• W••••••• S•••••• · Managing Membercontrolsince 04/2009 · owns 75% or more
- D•••••• W••••••• S•••••• · Chief Investment Officercontrolsince 01/2020 · owns less than 5%
- W•••••• V••••••• M•••• · Chief Compliance Officercontrolsince 04/2009 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Nashville, Tn · principal | 7 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 745 to 815Jul 21, 2025 to Mar 27, 2026
- Corporate clients · unset to 6.0Jul 21, 2025 to Mar 27, 2026
- HNW clients · 109 to 139Jul 21, 2025 to Mar 27, 2026
- Individual clients · 195 to 181Jul 21, 2025 to Mar 27, 2026
- Assets in custody · $20.3M to $182MJul 21, 2025 to Mar 27, 2026
- Discretionary RAUM · $400M to $553MJul 21, 2025 to Mar 27, 2026
- HNW RAUM · $355M to $516MJul 21, 2025 to Mar 27, 2026
- Individual RAUM · $52.9M to $42.0MJul 21, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $11.8M to $13.5MJul 21, 2025 to Mar 27, 2026
- RAUM · $412M to $566MJul 21, 2025 to Mar 27, 2026
- Financial planning clients · 1-10 to 1-10Mar 20, 2025 to Jul 21, 2025
- Accounts · 714 to 745Mar 22, 2024 to Mar 20, 2025
- HNW clients · 102 to 109Mar 22, 2024 to Mar 20, 2025
- Individual clients · 188 to 195Mar 22, 2024 to Mar 20, 2025
- Assets in custody · $5.5M to $20.3MMar 22, 2024 to Mar 20, 2025
- Discretionary RAUM · $349M to $400MMar 22, 2024 to Mar 20, 2025
- HNW RAUM · $307M to $355MMar 22, 2024 to Mar 20, 2025
- Individual RAUM · $50.5M to $52.9MMar 22, 2024 to Mar 20, 2025
- Non-discretionary RAUM · $11.7M to $11.8MMar 22, 2024 to Mar 20, 2025
- RAUM · $361M to $412MMar 22, 2024 to Mar 20, 2025
- Accounts · 703 to 714Sep 5, 2023 to Mar 22, 2024
- HNW clients · 99 to 102Sep 5, 2023 to Mar 22, 2024
- Individual clients · 185 to 188Sep 5, 2023 to Mar 22, 2024
- Assets in custody · $17.5M to $5.5MSep 5, 2023 to Mar 22, 2024
- Discretionary RAUM · $357M to $349MSep 5, 2023 to Mar 22, 2024
- HNW RAUM · $325M to $307MSep 5, 2023 to Mar 22, 2024
- Individual RAUM · $40.9M to $50.5MSep 5, 2023 to Mar 22, 2024
- Non-discretionary RAUM · $9.9M to $11.7MSep 5, 2023 to Mar 22, 2024
- RAUM · $367M to $361MSep 5, 2023 to Mar 22, 2024
- Accounts · 637 to 703Sep 6, 2022 to Mar 8, 2023
- Advisory activities · 3 to 2Sep 6, 2022 to Mar 8, 2023
- Charity clients · 0.0 to unsetSep 6, 2022 to Mar 8, 2023
- Corporate clients · 0.0 to unsetSep 6, 2022 to Mar 8, 2023
- HNW clients · 114 to 99Sep 6, 2022 to Mar 8, 2023
- Individual clients · 147 to 185Sep 6, 2022 to Mar 8, 2023
- Pension plan clients · 0.0 to unsetSep 6, 2022 to Mar 8, 2023
- Pooled vehicle clients · 0.0 to unsetSep 6, 2022 to Mar 8, 2023
- Assets in custody · $42.8M to $17.5MSep 6, 2022 to Mar 8, 2023
- Discretionary RAUM · $401M to $357MSep 6, 2022 to Mar 8, 2023
- HNW RAUM · $384M to $325MSep 6, 2022 to Mar 8, 2023
Signals
2 dated events
- D••••• W••••• M••••••••• L•• reported RAUM $566.2M, up 38% from $411.6M (2025-07-21 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- D••••• W••••• M••••••••• L•• reported RAUM $300.9M, up 87% from $160.6M (2019-03-06 to 2020-03-13)Mar 13, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- i•••@d•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 615-212-2958reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/decker-wealth-management-llc/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- D•••••WEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 615-212-2958reportedpublic record, Form ADV, Mar 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $80.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026