Luke
Avery
Decisionmap Wealth Management, LLC
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About this Advisor
Luke Avery is a financial advisor based in Reston, Virginia, working with Decisionmap Wealth Management, LLC. Luke has previously held positions at United Parcel Service, Lowe's Companies Inc, Koons Tysons Toyota, Chick-Fil-A, George Mason University, Goldman Sachs, Homeschool, and Decisionmap Wealth Management, LLC. Luke has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Luke is part of Decisionmap Wealth Management, LLC, which operates out of Reston, Virginia. The firm has 4 employees and manages assets totaling $177.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Decisionmap Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Decisionmap Wealth Management, LLC Brokerage Details
$177,416,430
4
675
$262,839
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Luke Avery Work History
Decisionmap Wealth Management, LLC
George Mason University
Goldman Sachs
United Parcel Service
Lowe'S Companies Inc
George Mason University
United Parcel Service
Koons Tysons Toyota
Chick-Fil-A
Chick-Fil-A
Homeschool
Disclosures
Please visit the SEC profile of Luke Avery 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 Decisionmap Wealth Management, LLC
Reston, VA
Reston, VA
Reston, VA
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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.
