# Dornick Wealth Management

Dornick Wealth Management is a Multi Family Office based in Dallas, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** dornick.com
- **LinkedIn:** https://www.linkedin.com/company/dornick-wealth-management

## Regulatory record

- **CRD number:** 335053
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/335053

## About

Dornick Wealth Management is more than financial advisors—they serve as a family's outsourced CFO team. They provide comprehensive investment management and financial planning with truly personalized guidance. Leadership includes a CFA Charterholder and CFP® Professional, offering sophisticated investment management and personalized advice that puts clients first.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## Questions

### Who runs investment decisions at Dornick Wealth Management?

The firm does not publicly disclose a named CIO or managing partner. Investment decisions are made collectively within a governance framework designed to balance the interests of the families using the platform (public record).

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Last updated: 2026-08-11T15:06:35.052Z

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