Hedge Fund Database

DECHTMAN WEALTH MANAGEMENT

DECHTMAN WEALTH MANAGEMENT, LLC Legal Name

Adviser information for DECHTMAN WEALTH MANAGEMENT last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Colorado, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,163 $651.0M
Non-Discretionary 0 $0
Total 2,163 $651.0M

Clients

Type Number RAUM
Individuals 677 $246.8M
HNW Individuals 174 $402.6M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $1.2M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $336,059
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 613

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops
Compensation % of AUM

Identifiers

SEC RIA File Number 801-119226
SEC ERA File Number 801-119226
SEC CIK Numbers 1992316
SEC CRD Numbers 308183
Legal Entity Identifier None

Principal Office

7807 E PEAKVIEW AVENUE
SUITE 410
CENTENNIAL
CO
United States
Monday - Friday, 9AM - 5PM MONDAY - THURSDAY ; 9AM - 12PM FRIDAY
Tel: 303 741 9772, Fax: None

Websites

www.linkedin.com/company/dechtman-wealth-management www.facebook.com/dechtmanwealthmanagement/ dechtmanwealth.com/ www.youtube.com/channel/uchyl2pmpd-mnr8gfjv3m1jw

Chief Compliance Officer

LINDA ROBERTS
7807 E PEAKVIEW AVENUE
SUITE 410
CENTENNIAL
CO
United States
Tel: 303 741 9772
(Full email address available in API data)

Regulatory Contact

SAMUEL DECHTMAN
WEALTH ADVISOR
7807 E PEAKVIEW AVENUE
SUITE 410
CENTENNIAL
CO
United States
Tel: 303-741-9772
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DECHTMAN, JORDAN, MARK Individual – FOUNDER AND CEO 08/2020 > 75%
Roberts, Linda, Everding Individual – CHIEF COMPLIANCE OFFICER 08/2020 < 5%

No. Employees, Historic

10502020202120222023202420253 on 7/2/20203 on 8/3/20203 on 8/3/20203 on 8/3/20203 on 8/3/20203 on 12/2/20207 on 3/30/20217 on 3/31/20227 on 4/1/20227 on 4/27/20227 on 11/4/20227 on 11/7/20227 on 12/1/20227 on 3/30/20237 on 4/5/20238 on 3/8/20248 on 3/12/2024

RAUM, Historic

700M350M02020202120222023202420250 on 7/2/20200 on 8/3/20200 on 8/3/20200 on 8/3/20200 on 8/3/2020276245326 on 12/2/2020317893910 on 3/30/2021633939483 on 3/31/2022633939483 on 4/1/2022633939483 on 4/27/2022633939483 on 11/4/2022633939483 on 11/7/2022633939483 on 12/1/2022551563111 on 3/30/2023551563111 on 4/5/2023650981560 on 3/8/2024650981560 on 3/12/2024

No. Clients, Historic

90045002020202120222023202420250 on 7/2/20200 on 8/3/20200 on 8/3/20200 on 8/3/20200 on 8/3/2020260 on 12/2/2020314 on 3/30/2021780 on 3/31/2022780 on 4/1/2022780 on 4/27/2022780 on 11/4/2022780 on 11/7/2022780 on 12/1/2022826 on 3/30/2023826 on 4/5/2023851 on 3/8/2024851 on 3/12/2024

Holdings

From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 413K 4K 0
ABBVIE INC COM 683K 4K 0
AIR PRODS & CHEMS INC COM 263K 1K 0
ALPHABET INC CAP STK CL A 616K 3K 0
AMAZON COM INC COM 3M 17K 0
AMERICAN EXPRESS CO COM 517K 2K 0
AMERIPRISE FINL INC COM 203K 475 0
APPLE INC COM 5M 22K 0
AUTOMATIC DATA PROCESSING IN COM 225K 941 0
BOEING CO COM 256K 1K 0
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 58M 2M 0
CATERPILLAR INC COM 219K 657 0
CINCINNATI FINL CORP COM 235K 2K 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 258K 8K 0
EMERSON ELEC CO COM 415K 4K 0
ENTERPRISE PRODS PARTNERS L COM 289K 10K 0
EXXON MOBIL CORP COM 2M 15K 0
FISERV INC COM 326K 2K 0
HOME DEPOT INC COM 593K 2K 0
HONEYWELL INTL INC COM 203K 950 0
HP INC COM 245K 7K 0
INTERNATIONAL BUSINESS MACHS COM 257K 1K 0
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 26M 130K 0
INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 2M 20K 0
INVESCO QQQ TR UNIT SER 1 308K 643 0
ISHARES TR CORE S&P SCP ETF 20M 188K 0
ISHARES TR RUS TOP 200 ETF 12M 90K 0
ISHARES TR RUS MID CAP ETF 399K 5K 0
ISHARES TR RUS 1000 GRW ETF 509K 1K 0
ISHARES TR RUS 1000 VAL ETF 499K 3K 0
ISHARES TR MSCI INTL QUALTY 24M 607K 0
ISHARES TR CORE S&P500 ETF 107M 195K 0
JPMORGAN CHASE & CO. COM 1M 6K 0
LOCKHEED MARTIN CORP COM 379K 811 0
MARSH & MCLENNAN COS INC COM 343K 2K 0
MICROSOFT CORP COM 4M 9K 0
NVIDIA CORPORATION COM 3M 25K 0
PEPSICO INC COM 814K 5K 0
PROCTER AND GAMBLE CO COM 806K 5K 0
SCHWAB STRATEGIC TR US SML CAP ETF 535K 11K 0
SCHWAB STRATEGIC TR US DIVIDEND EQ 1M 18K 0
SCHWAB STRATEGIC TR US LCAP GR ETF 52M 516K 0
SCHWAB STRATEGIC TR US LRG CAP ETF 2M 29K 0
SCHWAB STRATEGIC TR FUNDAMENTAL US S 5M 92K 0
SCHWAB STRATEGIC TR FUNDAMENTAL US L 673K 10K 0
SPDR S&P 500 ETF TR TR UNIT 281K 516 0
SPDR SER TR PORTFOLI S&P1500 273K 4K 0
STARBUCKS CORP COM 345K 4K 0
STRYKER CORPORATION COM 413K 1K 0
TARGET CORP COM 783K 5K 0
UNION PAC CORP COM 1M 5K 0
UNITED PARCEL SERVICE INC CL B 420K 3K 0
VANGUARD INDEX FDS MID CAP ETF 25M 105K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 76M 152K 0
VANGUARD INDEX FDS SMALL CP ETF 2M 10K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 679K 4K 0
VISA INC COM CL A 292K 1K 0
WALMART INC COM 311K 5K 0
WESTERN ALLIANCE BANCORP COM 572K 9K 0
XCEL ENERGY INC COM 894K 17K 0
YUM BRANDS INC COM 225K 2K 0