DOUGHERTY WEALTH ADVISERS LLC

861 Lake Street North
Wayzata, Minnesota 55391
Tel: 612-376-4040

About DOUGHERTY WEALTH ADVISERS LLC

DOUGHERTY WEALTH ADVISERS LLC, formally registered with the SEC as DOUGHERTY WEALTH ADVISERS LLC. The firm was established in 06/26/2015. They have over 1 offices throughout the country.

DOUGHERTY WEALTH ADVISERS LLC is a Wayzata, Minnesota based Financial Planning firm with nearly $351,812,366 assets under management, offering retirement planning & investment advisory services to 204 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143138
SEC#	801-99370
Assets Managed by Firm	$351,812,366
No. of Clients	204
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	204	$351,812,366
Individuals (other than high net worth individuals)	20	$4,476,768
High net worth individuals	57	$337,869,440
Charitable organizations	2	$9,466,158

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AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South Minneapolis, MN, 55402	$479,793,782,427	2284921	13903
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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