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).

By the Numbers
  • Total Assets Under Management
    352
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $1,724,570
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Dougherty Wealth Advisers LLC
Showing 1 - 3 of 3 top financial advisors.
1
Todd D. Witcraft
CRD#: 2067534
861 Lake Street North, Wayzata, MN 55391

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.

2
Jose A. Cabrera
CRD#: 7497764
861 Lake Street North, Wayzata, MN 55391

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.

3
Alex G. Wattermann
CRD#: 7879549
861 Lake Street North, Wayzata, MN 55391

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.

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