Dougherty Wealth Management

Dougherty Wealth Management (CRD# 149768) is a financial advisory firm headquartered in Dallas, TX. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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.

TX

Financial Advisors at Dougherty Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Woot A. Dougherty Iii
CRD#: 4029999
16610 Dallas Parkway, Suite 1250, Dallas, TX 75248

Woot Dougherty Iii (CRD# 4029999) is an Investment Advisor Representative working at Dougherty Wealth Management in Dallas, TX and has over 24 years of experience in the finance industry.

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