Luke L. Bennett

DECISIONMAP WEALTH MANAGEMENT

ATLANTA, GA 30339

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CRD#: 3260552

Professional summary

Luke Luck Bennett is a registered financial advisor currently at DECISIONMAP WEALTH MANAGEMENT, LLC located in Atlanta, Georgia.

Luke is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Luke has worked at 4 firms and has passed the Series 65, Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke Luck Bennett's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 22, 2025 - Present

DECISIONMAP WEALTH MANAGEMENT, LLC

Office #1: 3350 Riverwood Pkwy Ste 1900, Atlanta, GA 30339

RIA

CRD#: 328429

ATLANTA, GA

Past

May 3, 2017 - November 13, 2023

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ATLANTA, GA

Past

March 23, 2017 - November 13, 2023

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Past

May 6, 2004 - September 19, 2007

LEHMAN BROTHERS INC.

RIA

CRD#: 7506

ATLANTA, GA

Past

October 8, 1999 - September 19, 2007

LEHMAN BROTHERS INC.

CRD#: 7506

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DECISIONMAP WEALTH MANAGEMENT, LLC

DECISIONMAP WEALTH MANAGEMENT, LLC | KATIA WEALTH VENTURES, LLC

CRD#: 328429 / SEC#: 801-128871

RIA

Registered Investment Advisory firm - (10/19/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(1/22/2025)

IAR

Virginia
(1/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/4/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 4/15/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/22/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/23/2017

General Securities Representative Examination

Current Firm

DECISIONMAP WEALTH MANAGEMENT, LLC

DECISIONMAP WEALTH MANAGEMENT, LLC | KATIA WEALTH VENTURES, LLC

CRD#: 328429 / SEC#: 801-128871

RIA

Registered Investment Advisory firm - (10/19/2023 Approved)

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Contact information

Main Address

746 Walker Road Suite 16, Great Falls, VA 22066

Mailing Address

Phone number

(703) 520-1160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR DECISIONMAP WEALTH MANAGEMENT, LLC (3/6/2025)

Regulatory assets under management

Total Number of Accounts	845
AUM (Assets Under Management)	$ 242,531,946

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Luke L. Bennett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luke Luck Bennett's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

LEHMAN BROTHERS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

DECISIONMAP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2024

Series 66

Date: 4/15/2017

Series 63

Date: 10/22/1999

SIE

Date: 10/1/2018

Series 7

Date: 3/23/2017

Current Firm

DECISIONMAP WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DECISIONMAP WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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