Dougherty Wealth Advisers

Dougherty Wealth Advisers

Dougherty Wealth Advisers was established in 2006 by Todd Witcraft and Paul Dinzeo. Both principals previously held roles at Minneapolis-area family offices and RIAs. The firm operates as a multi-family office providing wealth management, trust administration, and tax services to families and foundations. Services center on portfolio management, estate strategies, business succession, and philanthropic planning. The firm deploys capital through fund-of-funds vehicles and mission-related investments. Geographic reach remains concentrated in North America, with primary activity in Minnesota and South Dakota. No specific portfolio holdings or co-investors appear in public records. The team includes fifteen professionals listed on the firm site. Additional offices operate in Minnetonka, Minnesota, and Sioux Falls, South Dakota. No recent operational events from the last twenty-four months are documented in available sources. The firm maintains a direct relationship with the Witcraft family through multiple employed members. Governance and succession planning form core service offerings rather than a distinct structural vehicle.