Dougherty Wealth Advisers LLC

Dougherty Wealth Advisers LLC provides wealth management services to individuals, trusts and estates, charitable organizations, and high net worth clients, offering discretionary and non‑discretionary portfolio management alongside financial planning, tax and consulting services. The firm reports managing approximately $505 million in client assets and generally requires a $3 million minimum for portfolio management services, subject to waiver.

DWA constructs portfolios using asset allocation models based on capital market assumptions, historical return and volatility data, and client‑specific time horizons, objectives and risk tolerances, typically implementing those allocations with mutual funds and ETFs. The firm also may invest in individual securities, REITs and privately placed vehicles, recommend third‑party managers, and maps withdrawal strategies to address tax efficiency; client accounts are monitored on an ongoing basis with regular reviews.

Dougherty operates alongside affiliated entities—Dougherty Trust Company LLC and Dougherty Tax and Accounting LLC—under common ownership, and discloses that trustee and accounting services are separate and may be provided for additional fees. The brochure also notes that certain personnel are licensed insurance producers who may receive commissions for insurance product sales, a practice the firm describes as secondary to its fee‑based advisory business and one it discloses and manages as a potential conflict.