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.
SEC-registered adviser
Decisionmap Wealth Management, LLC
Latest filing Mar 11, 2026
First filing on the tape Sep 12, 2023 · 12 filings
SEC status approved since Oct 19, 2023
RAUM
$363M
reported, Item 5.F
Discretionary
84%
of RAUM
Private clients
100%
$363M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$90.9M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$363M as of Mar 11, 2026
Feb 16, 2024$177M then
HNW client RAUM$351M as of Mar 11, 2026
Feb 16, 2024$171M then
State-registered IARs (5.B.3)4 as of Mar 11, 2026
Feb 16, 20243 then
Employees (5.A)5 as of Mar 11, 2026
Feb 16, 20244 then
Private funds: no history
RAUM +50% over the last fiscal yearIARs 4 to 4
Practice profile
derived from the filing of Mar 11, 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
- $90.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 40derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $454,861derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 84%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 2.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +50%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $6.5M, 23 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
- is an insurance broker or agent (6.A.6)
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$351M97%
- Individuals$12.5M3.4%
- Individual clients
- 47reported
- HNW clients
- 112reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 799reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.5M for 23 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Paul Craven BennettCertified Financial Planner, Chartered Financial Consultant | Great Falls, Va | Oct 20, 2023 | 33 y | 4 |
| Mark Edward WeberCertified Financial Planner, Chartered Financial Analyst | Great Falls, Va | Oct 24, 2023 | 25 y | 3 |
| Luke Robert AveryCertified Financial Planner | Great Falls, Va | Nov 1, 2023 | 14 y | 1 |
| Luke Luck Bennett | Atlanta, Ga | Jan 22, 2025 | 26 y | 2 |
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
none on the tape
Joined, latest
- Luke Luck Bennett from Truist Advisory Services, Inc.Jan 22, 2025 · Affiliated broker-dealer or bank to independent RIA
- Luke Robert Avery from United Capital Financial AdvisorsNov 1, 2023 · Affiliated broker-dealer or bank to a newly registered adviser
- Mark Edward Weber from United Capital Financial AdvisorsOct 24, 2023 · Affiliated broker-dealer or bank to a newly registered adviser
- Paul Craven Bennett from United Capital Financial AdvisorsOct 20, 2023 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from United Capital Financial AdvisorsNov 3, 2023 · Great Falls, Va
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Craven Paul Bennett · Managing Membercontrolsince 10/2023 · owns 50% to 75%
- Edward Mark Weber · Managing Member & Chief Compliance Officercontrolsince 10/2023 · owns 25% to 50%
Entity owners
- Dynasty Financial Partners, LLC · LLC Member-Ownerdirect · owns 10% to 25%
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 |
|---|---|---|---|---|---|
| Great Falls, Va · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Atlanta, GA1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Mar 11, 2026discretionary share of RAUM moved from 100.0% to 84.0% between the annual amendments of 2025-03-06 and 2026-03-11peers: independent wealth managers, $100M to $500M (5,676)
- RAUM up 25 %Change between filings · filing Mar 11, 2026RAUM (Item 5.F) moved from $242,531,946 to $363,433,557 (+50.0%) between the annual amendments of 2025-03-06 and 2026-03-11; the peer median change was +15.0% (4551 comparable advisers, 95.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 845 to 799Mar 6, 2025 to Mar 11, 2026
- HNW clients · 104 to 112Mar 6, 2025 to Mar 11, 2026
- Individual clients · 35 to 47Mar 6, 2025 to Mar 11, 2026
- Assets in custody · $25.2M to $6.5MMar 6, 2025 to Mar 11, 2026
- Discretionary RAUM · $243M to $306MMar 6, 2025 to Mar 11, 2026
- HNW RAUM · $233M to $351MMar 6, 2025 to Mar 11, 2026
- Individual RAUM · $9.9M to $12.5MMar 6, 2025 to Mar 11, 2026
- Non-discretionary RAUM · $0 to $57.1MMar 6, 2025 to Mar 11, 2026
- RAUM · $243M to $363MMar 6, 2025 to Mar 11, 2026
- Accounts · 675 to 845Dec 9, 2024 to Mar 6, 2025
- HNW clients · 84 to 104Dec 9, 2024 to Mar 6, 2025
- Individual clients · 25 to 35Dec 9, 2024 to Mar 6, 2025
- Assets in custody · $14.7M to $25.2MDec 9, 2024 to Mar 6, 2025
- Financial planning clients · 0 to 0Dec 9, 2024 to Mar 6, 2025
- HQ city · RESTON to GREAT FALLSDec 9, 2024 to Mar 6, 2025
- Discretionary RAUM · $177M to $243MDec 9, 2024 to Mar 6, 2025
- HNW RAUM · $171M to $233MDec 9, 2024 to Mar 6, 2025
- Individual RAUM · $6.1M to $9.9MDec 9, 2024 to Mar 6, 2025
- RAUM · $177M to $243MDec 9, 2024 to Mar 6, 2025
- Advisory employees · 3 to 4Aug 19, 2024 to Dec 9, 2024
- Employees · 4 to 5Aug 19, 2024 to Dec 9, 2024
- State-registered IARs · 3 to 4Aug 19, 2024 to Dec 9, 2024
- Other offices · 0 to 1Aug 19, 2024 to Dec 9, 2024
- Accounts · unset to 675.0Nov 3, 2023 to Feb 16, 2024
- HNW clients · unset to 84.0Nov 3, 2023 to Feb 16, 2024
- Individual clients · unset to 25.0Nov 3, 2023 to Feb 16, 2024
- Assets in custody · unset to 14650732.0Nov 3, 2023 to Feb 16, 2024
- Custody of client assets · false to trueNov 3, 2023 to Feb 16, 2024
- Discretionary RAUM · unset to 177416430.0Nov 3, 2023 to Feb 16, 2024
- HNW RAUM · unset to 171319129.0Nov 3, 2023 to Feb 16, 2024
- Individual RAUM · unset to 6097301.0Nov 3, 2023 to Feb 16, 2024
- Non-discretionary RAUM · unset to 0.0Nov 3, 2023 to Feb 16, 2024
- RAUM · unset to 177416430.0Nov 3, 2023 to Feb 16, 2024
- Advisory employees · 2 to 3Oct 20, 2023 to Nov 3, 2023
- Employees · 2 to 4Oct 20, 2023 to Nov 3, 2023
- State-registered IARs · 2 to 3Oct 20, 2023 to Nov 3, 2023
- Other offices · 2 to 0Oct 20, 2023 to Nov 3, 2023
- Business name · KATIA WEALTH VENTURES, LLC to DECISIONMAP WEALTH MANAGEMENT, LLCOct 13, 2023 to Oct 20, 2023
- Legal name · KATIA WEALTH VENTURES, LLC to DECISIONMAP WEALTH MANAGEMENT, LLCOct 13, 2023 to Oct 20, 2023
- Advisory employees · 1 to 2Oct 11, 2023 to Oct 13, 2023
Signals
7 dated events
- Decisionmap Wealth Management, Llc reported RAUM $363.4M, up 50% from $242.5M (2025-03-06 to 2026-03-11)Mar 11, 2026 · RAUM change · derived
- 3 advisors left United Capital Financial Advisors (Great Falls, VA) for Decisionmap Wealth Management, LLC on the same dayNov 3, 2023 · Team lift-out · derived
- Thomas Andrew Butte (Chief Compliance Officer) no longer on Schedule A of Decisionmap Wealth Management, Llc (listed 2023-10-11, absent 2023-10-13)Oct 13, 2023 · Control person left · inference
- Richard Jonathan Morris (Chief Legal And Governance Officer) no longer on Schedule A of Decisionmap Wealth Management, Llc (listed 2023-10-11, absent 2023-10-13)Oct 13, 2023 · Control person left · inference
- Edward Mark Weber (Managing Member & Chief Compliance Officer) appeared on Schedule A of Decisionmap Wealth Management, LlcOct 13, 2023 · Control person joined · fact
- Craven Paul Bennett (Managing Member) appeared on Schedule A of Decisionmap Wealth Management, LlcOct 13, 2023 · Control person joined · fact
- Katia Wealth Ventures, Llc filed its initial SEC registration (Form ADV)Sep 12, 2023 · 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.
How to reach
public business contact points only, each with its source
- Business email
- info@decisionmap.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 703-520-1160reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/decisionmap-wealth-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- decisionmap.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (703) 520-1160reportedpublic record, Form ADV, Mar 11, 2026
- Contact form
- decisionmap.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- decisionmap.com/our-teamreportedpublished by the firm, firm site, Sep 15, 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
- $90.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026