Mark
Weber

Decisionmap Wealth Management, LLC

CRD#4206558
Investment Advisor
in Reston, VA

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About this Advisor

Mark Weber is a financial advisor based in Reston, Virginia, working with Decisionmap Wealth Management, LLC. Mark has previously held positions at United Capital Financial Advisors, Goldman Sachs Personal Financial Management, and Decisionmap Wealth Management, LLC. Mark has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Mark 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

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

11921 Freedom Drive Suite 516
Reston, VA 20190

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Decisionmap Wealth Management, LLC Brokerage Details

Total Assets Under Management

$177,416,430

VA Average: $1,835,309,194
Total Number of Employees

4

VA Average: 32
Total Number of Accounts

675

VA Average: 1,458
Average Account Size

$262,839

VA Average: $1,258,785

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

Mark Weber Work History

2023 - Present (1 year)

Decisionmap Wealth Management, LLC

2019 - 2023 (4 years)

Goldman Sachs Personal Financial Management

2013 - 2019 (6 years)

United Capital Financial Advisors

Disclosures

Please visit the SEC profile of Mark Weber 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

Paul Bennett
Reston, VA
Mark Weber
Reston, VA
Luke Avery
Reston, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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