Mark E. Weber

DECISIONMAP WEALTH MANAGEMENT

GREAT FALLS, VA 22066

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CRD#: 4206558

Professional summary

Mark Edward Weber, CFP® is a registered financial advisor currently at DECISIONMAP WEALTH MANAGEMENT, LLC located in Great Falls, Virginia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Mark has worked at 8 firms and has passed the Series 66, Series 7 and Series 24 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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Weber'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

October 24, 2023 - Present

DECISIONMAP WEALTH MANAGEMENT, LLC

Office #1: 746 Walker Road Suite 16, Great Falls, VA 22066

RIA

CRD#: 328429

GREAT FALLS, VA

Past

January 2, 2014 - November 3, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

GREAT FALLS, VA

Past

November 21, 2006 - December 31, 2013

C5 WEALTH MANAGEMENT, LLC

RIA

CRD#: 142430

GREAT FALLS, VA

Past

October 5, 2006 - March 27, 2007

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

GREAT FALLS, VA

Past

June 1, 2005 - October 6, 2006

EQUITABLE ADVISORS, LLC

CRD#: 6627

GREAT FALLS, VA

Past

December 12, 2003 - March 30, 2007

GREAT FALLS FINANCIAL SERVICES, LTD.

RIA

CRD#: 107799

GREAT FALLS, VA

Past

June 21, 2001 - June 1, 2005

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

July 6, 2000 - June 5, 2001

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

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

Virginia
(10/24/2023)

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 66

Date: 10/2/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/5/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/1/2001

General Securities Principal 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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Advisor Monitoring

Firm Stability Insights

Mark E. Weber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Weber's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED CAPITAL FINANCIAL ADVISORS

C5 WEALTH MANAGEMENT, LLC

WOODBURY FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

GREAT FALLS FINANCIAL SERVICES, LTD.

MONY SECURITIES CORPORATION

FFP SECURITIES, INC.

Primary Firm SEC Registration

DECISIONMAP WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/2/2000

Series 7

Date: 7/5/2000

Series 24

Date: 3/1/2001

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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