DOENCH WEALTH MANAGEMENT, LLC

DOENCH WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 171515). Regulatory assets under management: $4.0M.

Registration

• CRD: 171515
• Type: Registered investment adviser
• Phone: (843) 422-6478
• Latest filing: 2024-10-07
• Regulatory AUM: $4.0M
• Discretionary AUM: $4.0M
• Non-discretionary AUM: $50K
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171515 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search