Be advised. This firm is no longer registered.

Donohue Wealth Management LLC

Donohue Wealth Management LLC (CRD# 116135) is a financial advisory firm headquartered in Burlington, VT. They manage $84,511,761 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 4445, Burlington, VT 05406
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $1,006,092
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

VT

Financial Advisors at Donohue Wealth Management LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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