Samuel
Dechtman
Dechtman Wealth Management
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About this Advisor
Samuel Dechtman is a certified financial planner who works out of Englewood, Colorado, with a total of 3 years of relevant experience. Dechtman works at Dechtman Wealth Management. Their career trajectory has included roles at Securities America Inc, University Of Wisconsin-Madison, Envestnet, Nuveen Investments, Securities America, Inc, Securities America Advisors and Dechtman Wealth Management, LLC. Dechtman maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Colorado and Texas. Dechtman Wealth Management is a registered investment firm that has its headquarters in Englewood, CO. It has $552 million in assets under management among its 2,034 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 2,034 client accounts, 21% belong to high-net-worth investors who have more than $1 million in assets available to invest. Dechtman Wealth Management has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fees largely are based on the type of financial services provided. Fees billed by Dechtman Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dechtman Wealth Management Brokerage Details
$551,563,111
7
2,034
$271,172
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Samuel Dechtman Work History
Samuel has been registered as a financial advisor for 3 years.*
Dechtman Wealth Management, LLC
Securities America, Inc
Securities America Advisors
Nuveen Investments
Securities America Inc
Envestnet
University Of Wisconsin-Madison
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samuel Dechtman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Dechtman Wealth Management
Englewood, CO
Englewood, CO
Englewood, CO
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
