DOUGHERTY WEALTH ADVISERS LLC
CRD #143138 SEC #801-99370 WAYZATA, MN 612-376-4040
SEC Registered
Total AUM
$417.9M
Discretionary
$347.3M
Employees
4
Clients
51
Accounts
246
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $417.9M | $347.3M | $70.7M | 4 | 0 |
| Oct 2025 | $417.9M | $347.3M | $70.7M | 4 | 0 |
| Mar 2025 | $417.9M | $347.3M | $70.7M | 4 | 0 |
| Mar 2024 | $351.8M | $300.2M | $51.6M | 3 | 0 |
| Feb 2023 | $323.9M | $266M | $57.9M | 4 | 0 |
| Apr 2022 | $309.7M | $271.9M | $37.8M | 4 | 0 |
| Feb 2022 | $309.7M | $271.9M | $37.8M | 4 | 0 |
| Feb 2021 | $291.4M | $248.7M | $42.8M | 3 | 0 |
| Feb 2021 | $291.4M | $248.7M | $42.8M | 3 | 0 |
| Oct 2020 | $236.5M | $218.4M | $18M | 3 | 0 |
| Jul 2020 | $236.5M | $218.4M | $18M | 3 | 0 |
| Jun 2020 | $111.5M | $92.5M | $19M | 3 | 0 |
| Feb 2020 | $111.5M | $92.5M | $19M | 2 | 0 |
| Mar 2019 | $94.9M | $80.7M | $14.3M | 2 | 0 |
| Sep 2018 | $104.9M | $104.9M | $0 | 2 | 0 |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$417.9M
Discretionary$347.3M
Non-Disc.$70.7M
Employees4
Clients0
DateOct 2025
Total AUM$417.9M
Discretionary$347.3M
Non-Disc.$70.7M
Employees4
Clients0
DateMar 2025
Total AUM$417.9M
Discretionary$347.3M
Non-Disc.$70.7M
Employees4
Clients0
DateMar 2024
Total AUM$351.8M
Discretionary$300.2M
Non-Disc.$51.6M
Employees3
Clients0
DateFeb 2023
Total AUM$323.9M
Discretionary$266M
Non-Disc.$57.9M
Employees4
Clients0
DateApr 2022
Total AUM$309.7M
Discretionary$271.9M
Non-Disc.$37.8M
Employees4
Clients0
DateFeb 2022
Total AUM$309.7M
Discretionary$271.9M
Non-Disc.$37.8M
Employees4
Clients0
DateFeb 2021
Total AUM$291.4M
Discretionary$248.7M
Non-Disc.$42.8M
Employees3
Clients0
DateFeb 2021
Total AUM$291.4M
Discretionary$248.7M
Non-Disc.$42.8M
Employees3
Clients0
DateOct 2020
Total AUM$236.5M
Discretionary$218.4M
Non-Disc.$18M
Employees3
Clients0
DateJul 2020
Total AUM$236.5M
Discretionary$218.4M
Non-Disc.$18M
Employees3
Clients0
DateJun 2020
Total AUM$111.5M
Discretionary$92.5M
Non-Disc.$19M
Employees3
Clients0
DateFeb 2020
Total AUM$111.5M
Discretionary$92.5M
Non-Disc.$19M
Employees2
Clients0
DateMar 2019
Total AUM$94.9M
Discretionary$80.7M
Non-Disc.$14.3M
Employees2
Clients0
DateSep 2018
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees2
Clients0
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--