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Luke Robert Avery

Decisionmap Wealth Management, LLC

Great Falls, VA

Great Falls, VA

CRD 7568715

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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:

Current Employers
Decisionmap Wealth Management, Llc

746 Walker Road Suite 16, Great Falls, VA 22066 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-11-01
  • VA RA
    APPROVED
    Since 2023-11-01

Branch Locations

746 Walker Road Suite 16, Great Falls, VA 22066 • United States

746 Walker Road Suite 16, Great Falls, VA 22066 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Parcel Service Chantilly VA 11/2021 01/2022
Lowe's Companies Inc. Chantilly VA 03/2021 11/2021
United Parcel Service Chantilly VA 12/2020 01/2021
Koons Tysons Toyota Tysons VA 06/2019 08/2019
Chick-Fil-A Chantilly VA 05/2017 06/2019
Chick-Fil-A Chantilly VA 08/2019 12/2020
George Mason University Fairfax VA 01/2021 03/2021
George Mason University Fairfax VA 01/2022 05/2022
Goldman Sachs Personal Financial Management Great Falls VA 05/2022 10/2023
Homeschool Chantilly VA 01/2012 05/2017
Decisionmap Wealth Management, Llc Great Falls VA 10/2023 04/2026
Decisionmap Wealth Management, Llc Great Falls VA 05/2026 Present
  • 11/2021 → 01/2022
    United Parcel Service
    Chantilly, VA
  • 03/2021 → 11/2021
    Lowe's Companies Inc.
    Chantilly, VA
  • 12/2020 → 01/2021
    United Parcel Service
    Chantilly, VA
  • 06/2019 → 08/2019
    Koons Tysons Toyota
    Tysons, VA
  • 05/2017 → 06/2019
    Chick-Fil-A
    Chantilly, VA
  • 08/2019 → 12/2020
    Chick-Fil-A
    Chantilly, VA
  • 01/2021 → 03/2021
    George Mason University
    Fairfax, VA
  • 01/2022 → 05/2022
    George Mason University
    Fairfax, VA
  • 05/2022 → 10/2023
    Goldman Sachs Personal Financial Management
    Great Falls, VA
  • 01/2012 → 05/2017
    Homeschool
    Chantilly, VA
  • 10/2023 → 04/2026
    Great Falls, VA
  • 05/2026 → Present
    Great Falls, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-16
  • S65 Uniform Investment Adviser Law Examination
    2023-06-16
Designations
  • Certified Financial Planner

View on SEC IAPD

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