Dougherty Wealth Advisers LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayzata, MN. Its latest Form ADV filing, dated February 25, 2026, reports $505M in regulatory assets under management, 5 employees, and 298 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.8% of total clients.
Top client categories% of clientsClients
1
HNWI
59.8%
52
2
Individuals
36.8%
32
3
Charitable
3.4%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$505Mas of February 25, 2026
Discretionary81.8%
$413M
82% of total RAUM81.8%
Non-discretionary18.2%
$92M
18% of total RAUM18.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$505M
Total Accounts298
10Y AUM Change+$505M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee17:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.