DORNICK WEALTH MANAGEMENT

DORNICK WEALTH MANAGEMENT of DALLAS, TX is an SEC-registered investment adviser (CRD 335053). Regulatory assets under management: $61.4M.

Registration

• CRD: 335053
• Type: Registered investment adviser
• Location: 4131 N CENTRAL EXPRESSWAY, SUITE 900, DALLAS, TX, 75204
• Phone: 214-945-2126
• Latest filing: 2026-07-31
• Regulatory AUM: $61.4M
• Discretionary AUM: $61.4M
• Clients: 3
• Accounts: 63

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 335053 on SEC IAPD (source of record)
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