Dougherty Wealth Advisers LLC
Dougherty Wealth Advisers LLC (CRD# 143138) is a financial advisory firm headquartered in Wayzata, MN. They manage $351,812,366 in 204 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management352MILLION
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Total Number of Accounts204ACCOUNTS
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Average Account Value$1,724,570
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MN
Todd Witcraft (CRD# 2067534) is an Investment Advisor Representative working at Dougherty Wealth Advisers LLC in Wayzata, MN and has over 33 years of experience in the finance industry.
Jose Cabrera (CRD# 7497764) is an Investment Advisor Representative working at Dougherty Wealth Advisers LLC in Wayzata, MN and has 1 year of experience in the finance industry.
Alex Wattermann (CRD# 7879549) is an Investment Advisor Representative working at Dougherty Wealth Advisers LLC in Wayzata, MN and has 1 year of experience in the finance industry.