# DOUGHERTY WEALTH ADVISERS LLC

DOUGHERTY WEALTH ADVISERS LLC of MINNETONKA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 143138
- Type: SEC-registered investment adviser
- SEC file number: 801-99370
- Location: 601 CARLSON PARKWAY, SUITE 1400, MINNETONKA, MN, 55305
- Phone: 612-376-4040
- Latest filing: 2026-05-29
- Regulatory AUM: $505.4M
- Discretionary AUM: $413.3M
- Non-discretionary AUM: $92.0M
- Clients: 5
- Accounts: 298

## Business model

- Compensation: % of AUM, Fixed, Commissions
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Todd David Witcraft | CHIEF EXECUTIVE OFFICER, TREASURER, CCO; MEMBER | — |
| Paul John Dinzeo | MEMBER | — |
| Michael Emmett Dougherty | TRUSTEE | — |
| BROWN KENNETH WILLIAM | DIRECTOR | — |
| DOUGHERTY MICHAEL EMMETT | MEMBER; TRUSTEE | — |
| ABOOD THOMAS JOSEPH | DIRECTOR; SECRETARY; SECRETARY | — |
| ZIERMANN PAMELA KAY REINITZ | CHIEF COMPLIANCE OFFICER | — |
| SANDBERG MICHELLE MARIE | TREASURER; TREASURER, SECRETARY | — |
| KRAUT GERALD ANTHONY | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHAIRMAN OF THE BOARD/DIRECTOR | — |
| OTT MICHAEL JOSEPH | DIRECTOR; CEO; PRESIDENT | — |
| ARPS JENNIFER ADELLA | VICE PRESIDENT | — |
| MURPHY JOHN MOYLAN | DIRECTOR, CHAIRMAN, CHIEF EXECUTIVE OFFICER; DIRECTOR, CHIEF EXECUTIVE OFFICER; MEMBER | — |
| ARPS JENNIFER ARDELLA ENTER | MANAGING DIRECTOR; SENIOR VICE PRESIDENT; VICE PRESIDENT | — |
| BROWN WILLIAM HUGH | DIRECTOR | — |
| JACOBSON JEFFREY DUANE | EXECUTIVE VICE PRESIDENT; PRESIDENT | — |
| NORRIS ROGER ALLAN | CHIEF COMPLIANCE OFFICER | — |
| WITCRAFT TODD DAVID | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, TREASURER; CHIEF EXECUTIVE OFFICER, TREASURER, CCO (+1 more) | — |
| ROSEDAHL DAVID EVANS | GENERAL COUNSEL | — |
| STEICHEN THOMAS FRANCIS | GENERAL COUNSEL, SECRETARY | — |
| Dinzeo Paul John | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143138/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143138/similar
- Related entities: https://search.stillhousedata.com/firm/143138/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143138

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.