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Dougherty Wealth Advisers LLC

Headquartered in WAYZATA, MN

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Firm Information

Dougherty Wealth Advisers LLC is a registered investment advisor based in Wayzata, MN. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They manage approximately $351,812,366 in assets, with $300,188,013 of that under discretionary management. The firm has 3 investment advisor representatives and 1 licensed agent. They also provide selection of other advisors services.

Dougherty Wealth Advisers LLC

861 LAKE STREET NORTH

WAYZATA, MN 55391

$351.81M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

DOUGHERTY WEALTH ADVISERS LLC has a total of 1 branch locations across the country.
location

WAYZATA, MN

Advisors at Dougherty Wealth Advisers LLC

View All 3 Advisors
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Todd David Witcraft

PFS®, RA

WAYZATA, MN

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Alex Gregory Wattermann

RA

WAYZATA, MN

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Jose Asencion Cabrera

RA

WAYZATA, MN

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Disclosures

There are no public disclosures for Dougherty Wealth Advisers LLC.

Frequently Asked Questions (7)

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