Decker Wealth Management, LLC

Decker Wealth Management (DWM) is an SEC-registered investment adviser offering financial planning, consulting, and investment management services. Established in 2009, the firm is owned by William S. Decker. DWM tailors its services to individual client needs, providing comprehensive financial planning, investment management, and advice on various financial aspects. Clients can engage DWM on a discretionary or non-discretionary basis, with assets under management totaling $411,589,231 as of December 31, 2024. Fees are charged based on a percentage of assets under management, with rates varying depending on the portfolio value. DWM primarily allocates client assets among ETFs and individual securities based on client objectives and risk tolerance. The firm employs fundamental, technical, and cyclical analysis in its investment strategies, aiming to build portfolios suited to client financial goals. DWM discloses potential risks associated with investing, including market volatility and cash management risks. The firm does not provide services for performance-based fees and serves individuals, high net worth individuals, trusts, estates, charitable organizations, and small businesses. DWM exercises investment discretion on behalf of clients, with clients having the option to limit this authority. The firm does not vote proxies for clients and does not have any financial disclosures that may impair its ability to meet client commitments. Clients are encouraged to review their accounts regularly, with ongoing reviews conducted at least quarterly for investment management clients.