Dougherty Wealth Advisers LLC
● SEC registered since 2015CRD 143138SEC# 801-99370Minnetonka, MN
Reg. AUM
$505.4M
Employees
5
Accounts
298
Location
Minnetonka, MN
Dougherty Wealth Advisers LLC assets under management
Dougherty Wealth Advisers LLC operates as an SEC-registered investment adviser based in Minnetonka, MN. The firm has been registered since 2015. It reports $505.4 million in regulatory assets under management and employs 5 people.
Dougherty Wealth Advisers LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 1119 Holdings LLC Dba Legacies Control | Member | Over 75% | 2025 |
| Todd David Witcraft Control | Chief Executive Officer, Treasurer, Cco | 50-75% | 2025 |
| Paul John Dinzeo | Member | 25-50% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Dougherty Wealth Advisers LLC manage?
Dougherty Wealth Advisers LLC reports $505.4 million in regulatory assets under management on its Form ADV.
How many employees does Dougherty Wealth Advisers LLC have?
Dougherty Wealth Advisers LLC reports 5 employees.
Where is Dougherty Wealth Advisers LLC located?
Dougherty Wealth Advisers LLC is based in Minnetonka, MN and has been SEC-registered since 2015.
Does Dougherty Wealth Advisers LLC disclose fund performance?
Dougherty Wealth Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 601 Carlson Parkway, Suite 1400, Minnetonka, MN 55305 |
| 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 |
Regulatory AUM
$505.4M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$505.4Mregulatory AUM
Discretionary $413.3MNon-discretionary $92M