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Michael e. Dougherty Revocable Trust Dated March 27, 2006

MemberDougherty Wealth Advisers LLC

About Michael e. Dougherty Revocable Trust Dated March 27, 2006

Michael e. Dougherty Revocable Trust Dated March 27, 2006 is listed as Member at Dougherty Wealth Advisers LLC in Wayzata, MN. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Dougherty Wealth Advisers LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Michael e. Dougherty Revocable Trust Dated March 27, 2006 work?

Michael e. Dougherty Revocable Trust Dated March 27, 2006 is listed as Member at Dougherty Wealth Advisers LLC on SEC Form ADV.

How much of Dougherty Wealth Advisers LLC does Michael e. Dougherty Revocable Trust Dated March 27, 2006 own?

Form ADV reports a beneficial ownership band of 50-75%.

Dougherty Wealth Advisers LLC

TitleMember
Ownership50-75%
Control personYes
Since2014