DOUGHERTY WEALTH ADVISERS LLC

WAYZATA, Minnesota·5 registered advisors·CRD# 143138
SEC# 801-993700612-376-4040
01

Firm Overview

AUM
$352M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DOUGHERTY WEALTH ADVISERS LLC

5 registered advisors
David Evans Rosedahl
MINNEAPOLIS, Minnesota
Jennifer Ardella Enter Arps
MINNEAPOLIS, Minnesota
Michael Emmett Dougherty
WAYZATA, Minnesota
Paul John Dinzeo
WAYZATA, Minnesota
Todd David Witcraft
WAYZATA, Minnesota
05

Office Locations

WAYZATA, Minnesota
3 advisors
MINNEAPOLIS, Minnesota
2 advisors

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Data sourced from SEC Form ADV filings. DOUGHERTY WEALTH ADVISERS LLC (CRD# 143138) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.