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.

Former SEC-registered adviser

Dechtman Wealth Management

Former SEC-registered adviserCentennial, ColoradoCRD 308183SEC 801-119226websiteIAPD
Legal name Dechtman Wealth Management, LLC
Latest filing Jul 1, 2024
First filing on the tape Jul 2, 2020 · 18 filings
SEC status approved since Aug 3, 2020
RAUM
$651M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$649M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$651M as of Mar 8, 2024
Mar 30, 2021$318M then
HNW client RAUM$403M as of Mar 8, 2024
Mar 30, 2021$264M then
State-registered IARs (5.B.3)3 as of Mar 8, 2024
Mar 30, 20214 then
Employees (5.A)8 as of Mar 8, 2024
Mar 30, 20217 then
Private funds: no history
RAUM +18% over the last fiscal year+27% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Jul 1, 2024; every figure names its basis
RAUM per advisor
$217MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
284derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$2.3MderivedHNW RAUM over HNW clients
Average account
$300,962derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.7derivedItem 5.A over advisors
Advisors per office
3.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+18%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
+3.7%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, educational seminarsreportedItem 5.G
Financial planning clients
613reportedItem 5.H
Custody
$2.1M, 826 clientsreportedItem 9.A
Ownership
controlled by a public reporting companyderived
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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • controlled by a public reporting company (10.A)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$403M62%
  • Individuals$247M38%
  • Charitable organizations$1.2M0.2%
  • Corporations and businesses$336,0590.1%
Individual clients
677reported
HNW clients
174reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2,163reported
Financial planning clients
613reported
Wrap fee programs
noreported
Custody of client assets
$2.1M for 826 clientsreported
Compensation
% of AUM, fixedreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Mark Jordan Dechtman · Founder And Ceocontrol
    since 08/2020 · owns 75% or more
  • Everding Linda Roberts · Chief Compliance Officercontrol
    since 08/2020 · 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
OfficeAdvisorsJoinedLeftTeams outForming
Centennial, Co · principal000
Greenwood Village, Co000
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
  • Accounts · 2,034 to 2,163
    Apr 5, 2023 to Mar 8, 2024
  • Advisory activities · 5 to 4
    Apr 5, 2023 to Mar 8, 2024
  • Charity clients · 4.0 to unset
    Apr 5, 2023 to Mar 8, 2024
  • Corporate clients · 1.0 to unset
    Apr 5, 2023 to Mar 8, 2024
  • HNW clients · 172 to 174
    Apr 5, 2023 to Mar 8, 2024
  • Individual clients · 649 to 677
    Apr 5, 2023 to Mar 8, 2024
  • Assets in custody · unset to 2125601.0
    Apr 5, 2023 to Mar 8, 2024
  • Custody of client assets · false to true
    Apr 5, 2023 to Mar 8, 2024
  • Employees · 7 to 8
    Apr 5, 2023 to Mar 8, 2024
  • Financial planning clients · 251-500 to More than 500
    Apr 5, 2023 to Mar 8, 2024
  • Discretionary RAUM · $552M to $651M
    Apr 5, 2023 to Mar 8, 2024
  • HNW RAUM · $343M to $403M
    Apr 5, 2023 to Mar 8, 2024
  • Individual RAUM · $208M to $247M
    Apr 5, 2023 to Mar 8, 2024
  • RAUM · $552M to $651M
    Apr 5, 2023 to Mar 8, 2024
  • Accounts · 1,878 to 2,034
    Dec 1, 2022 to Mar 30, 2023
  • Advisory activities · 4 to 5
    Dec 1, 2022 to Mar 30, 2023
  • Charity clients · unset to 4.0
    Dec 1, 2022 to Mar 30, 2023
  • Corporate clients · unset to 1.0
    Dec 1, 2022 to Mar 30, 2023
  • HNW clients · 173 to 172
    Dec 1, 2022 to Mar 30, 2023
  • Individual clients · 607 to 649
    Dec 1, 2022 to Mar 30, 2023
  • Financial planning clients · 101-250 to 251-500
    Dec 1, 2022 to Mar 30, 2023
  • Other offices · 1 to 0
    Dec 1, 2022 to Mar 30, 2023
  • Discretionary RAUM · $634M to $552M
    Dec 1, 2022 to Mar 30, 2023
  • HNW RAUM · $405M to $343M
    Dec 1, 2022 to Mar 30, 2023
  • Individual RAUM · $227M to $208M
    Dec 1, 2022 to Mar 30, 2023
  • RAUM · $634M to $552M
    Dec 1, 2022 to Mar 30, 2023
  • Wrap assets (manager) · 0.0 to unset
    Dec 1, 2022 to Mar 30, 2023
  • Wrap assets (sponsor) · 0.0 to unset
    Dec 1, 2022 to Mar 30, 2023
  • Other offices · 0 to 1
    Apr 27, 2022 to Nov 4, 2022
  • Accounts · 803 to 1,878
    Mar 30, 2021 to Mar 31, 2022
  • Advisory activities · 3 to 4
    Mar 30, 2021 to Mar 31, 2022
  • BD registered reps · 4 to 1
    Mar 30, 2021 to Mar 31, 2022
  • HNW clients · 141 to 173
    Mar 30, 2021 to Mar 31, 2022
  • Individual clients · 173 to 607
    Mar 30, 2021 to Mar 31, 2022
  • Assets in custody · 149500000.0 to unset
    Mar 30, 2021 to Mar 31, 2022
  • Custody of client assets · true to false
    Mar 30, 2021 to Mar 31, 2022
  • Financial planning clients · unset to 101-250
    Mar 30, 2021 to Mar 31, 2022
  • State-registered IARs · 4 to 3
    Mar 30, 2021 to Mar 31, 2022
  • Discretionary RAUM · $318M to $634M
    Mar 30, 2021 to Mar 31, 2022
  • HNW RAUM · $264M to $405M
    Mar 30, 2021 to Mar 31, 2022
Signals
8 dated events
  • Dechtman Wealth Management no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $651.0M)
    May 2, 2025 · Left the SEC roster · derived
  • Samuel Dechtman left Dechtman Wealth Management for Hightower Advisors, Llc (registered 2025-02-04)
    Mar 31, 2025 · Advisor changed firm · fact
  • Adam Dechtman left Dechtman Wealth Management for Hightower Advisors, Llc (registered 2025-02-08)
    Mar 31, 2025 · Advisor changed firm · fact
  • Jordan Dechtman left Dechtman Wealth Management for Hightower Advisors, Llc (registered 2025-02-06)
    Mar 31, 2025 · Advisor changed firm · fact
  • Dechtman Wealth Management's advisors moved to Hightower Advisors, LLC (Centennial, CO): 3 of 3 registered, on the same day
    Mar 31, 2025 · Firm absorbed (people side) · derived
  • Dechtman Wealth Management reported RAUM $633.9M, up 99% from $317.9M (2021-03-30 to 2022-03-31)
    Mar 31, 2022 · RAUM change · derived
  • 3 advisors left Securities America Advisors, Inc. (Centennial, CO) for Dechtman Wealth Management on the same day
    Feb 28, 2022 · Team lift-out · derived
  • Dechtman Wealth Management filed its initial SEC registration (Form ADV)
    Jul 2, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
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
Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026