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| Dougherty Wealth Advisers LLC
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|---|---|
| CRD # | 143138 |
| SEC # | 801-99370 |
| CIK # | 0001755933 |
| AUM | 505.4 M (2026-05-29) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 612-376-4040 |
| Address | 601 Carlson Parkway Minnetonka, MN 55305 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 6.3 | |
| Microsoft Corp | 1.5 | |
| Alphabet Inc | 1.3 | |
| J P Morgan Chase & Co | 1.3 | |
| Alphabet Inc | 1.2 | |
| Facebook Inc | 0.8 | |
| Union Pacific Corp | 0.6 | |
| Visa Inc | 0.6 | |
| Bridgewater Bancshares Inc | 0.4 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 0.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 8.7 |
| (b) Individuals (high net worth individuals) | 52 | 489.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 7.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 298 | 505.4 |
| By Discretionary | ||
| Discretionary | 270 | 413.3 |
| Non-Discretionary | 28 | 92.0 |
| Total | 298 | 505.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 505.4 | |
| Total | 298 | 505.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001755933] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | N/A |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cleveland Wealth LLC
✚
|
OH | 506.6 M |
|
Onyx Financial Advisors LLC
✚
|
ID | 506.4 M |
|
Bluesphere Advisors LLC
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|
PA | 506.2 M |
|
PhD Consulting LLC
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|
KS | 506.2 M |
|
First Advisors National LLC
✚
|
GA | 505.9 M |
|
MKD Wealth Coaches LLC
✚
|
MI | 505.7 M |
|
Oliver Capital Management LLC
✚
|
WA | 505.5 M |
|
Bellars Harris Wealth Management LLC
✚
|
VA | 505.4 M |
|
Accretive Wealth Partners LLC
✚
|
NJ | 504.5 M |
|
Pineridge Advisors LLC
✚
|
MO | 504.2 M |