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
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Dougherty Wealth Management
Showing 1 - 1 of 1 top financial advisors.
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 22 years of experience in the finance industry. Woot Dougherty Iii has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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