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Paul Craven Bennett

Investment adviser representative at Decisionmap Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$363.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Decisionmap Wealth Management, LLCOct 2023 to now
  2. Goldman Sachs Personal Financial ManagementJul 2019 to Oct 2023
  3. United Capital Financial AdvisorsJul 2013 to Jul 2019

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1997

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

Decisionmap Wealth Management, LLC

$363.4MAssets managed
159Clients
4Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1933992
Firm CRD
328429
Advisor's SEC record (opens in a new tab)
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