| Name | Title | Ownership | Since |
|---|---|---|---|
| 1119 Holdings LLC Control | Member | 25-50% | 2023 |
| Dougherty Financial Group LLC Control | Member | 50-75% | 2012 |
| Todd David Witcraft Control | Chief Executive Officer, Treasurer, Cco | 25-50% | 2018 |
Dougherty Wealth Advisers LLC reports $417.9 million in regulatory assets under management on its Form ADV.
Dougherty Wealth Advisers LLC reports 4 employees.
Dougherty Wealth Advisers LLC is based in Wayzata, MN and has been SEC-registered since 2015.
Dougherty Wealth Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 861 Lake Street North, Suite 1400, Wayzata, MN 55391 |
| Phone | 612-376-4040 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1755933 |
| Discloses disciplinary history | No |
| Discretionary | $347.3M |
| Non-discretionary | $70.7M |
| Total (RAUM) | $417.9M |