# Doench Wealth Management

Doench Wealth Management is an Asset Manager based in Charlottesville, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Charlottesville, United States
- **Region:** North America
- **Address:** Charlottesville, VA, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 171515
- **Registration status:** Registered
- **Latest Form ADV filing:** 2024-10-07T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171515

## About

Doench Wealth Management is a state-registered investment adviser with $4 million in regulatory assets under management. The firm has one employee and one investment adviser. It manages $4 million on a discretionary basis.

## Questions

### What is Doench Wealth Management's investment philosophy?

The firm's investment philosophy emphasizes long-term, multi-asset-class portfolio construction tailored to individual client goals. Doench Wealth Management focuses on wealth preservation, risk management, and multi-generational transfer strategies rather than speculative or tactical trading approaches. The firm operates as a fiduciary, meaning client interests are placed ahead of product sales or commission-based incentives.

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- [Dobson Asset Management](https://altss.com/profile/dobson-asset-management)
- [Dogs Trust](https://altss.com/profile/dogs-trust)

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Last updated: 2026-06-03T20:00:00.000Z

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