Mark Edward Weber

Employer firm

Decisionmap Wealth Management, LLC CRD 328429

$363M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 07/2019
  United Capital Financial Advisors
  Great Falls, VA
• 07/2019 → 10/2023
  Goldman Sachs Personal Financial Management
  Great Falls, VA
• 10/2023 → Present
  Decisionmap Wealth Management, Llc
  Reston, VA

Previous Registrations

• 2014-01-02 → 2023-11-03
  United Capital Financial Advisors
  Great Falls, VA
• 2006-11-21 → 2013-12-31
  C5 Wealth Management, Llc
  Great Falls, VA
• 2003-12-12 → 2007-03-30
  Great Falls Financial Services, Ltd.
  Great Falls, VA

Other Businesses

1) Licensed Insurance Agent; Investment Related; At Reported Business Location; Fixed Insurance Sales; Insurance Agent; January 2002; 160hrs/month; 160hrs during securities trading hours; Duties - Sells fixed insurance products.

Exams

• S66 Uniform Combined State Law Examination
  2000-10-02

Designations

• Certified Financial Planner
• Chartered Financial Analyst