Dougherty Wealth Advisers LLC
Dougherty Wealth Advisers LLC is an SEC-registered ria in Wayzata, MN with $505.4M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Dougherty Wealth Advisers LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143138, SEC 801-99370, data through 2026-05-29.
- AUM (assets under management / regulatory AUM)
- $505.4M (2026-05-29)
- Firm type
- Ria
- Location
- Wayzata, MN
- Employees
- 5
- Clients
- 87
- CRD
- 143138
- Ownership
- OTT, MICHAEL, JOSEPH; BROWN, WILLIAM, HUGH; ZIERMANN, PAMELA, KAY REINITZ; ARPS, JENNIFER, ADELLA; ARPS, JENNIFER, ARDELLA ENTER
How much AUM does Dougherty Wealth Advisers LLC have?
Dougherty Wealth Advisers LLC reported $505.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-29).
Who owns Dougherty Wealth Advisers LLC?
Disclosed owners and executives of Dougherty Wealth Advisers LLC include OTT, MICHAEL, JOSEPH, BROWN, WILLIAM, HUGH, ZIERMANN, PAMELA, KAY REINITZ, ARPS, JENNIFER, ADELLA, ARPS, JENNIFER, ARDELLA ENTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.