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Decidedly Wealth Management

EST. AUM
$100,000,000

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Firm Details

Metro area Dallas
CRD Number
Website decidedlywealth.com
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Overview

Decidedly Wealth Management, LLC is a financial planning and wealth management firm based in Fort Worth, Texas, founded in 2022 by Sanger D. Smith. The firm focuses exclusively on family-owned businesses, guiding owners through the growth, pre-exit, and post-exit phases of business ownership. Securities and advisory services are offered through Kestra Investment Services, LLC and Kestra Advisory Services, LLC, with Decidedly operating as an independent, unaffiliated practice on the Kestra platform.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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