Dougherty Wealth Advisers
Dougherty Wealth Advisers is a multi-family office headquartered in Wayzata. The firm provides comprehensive wealth management and advisory services to families, private foundations, and trusts.
Dougherty Wealth Advisers
Dougherty Wealth Advisers is a multi-family office headquartered in Wayzata. The firm provides comprehensive wealth management and advisory services to families, private foundations, and trusts. Its offerings include portfolio management, estate planning, business succession, and governance planning—serves as a trusted partner to clients seeking tailored solutions for preserving and growing family wealth across generations while addressing complex financial and legacy considerations.
General information
Firm type
Multi Family Office
Year founded
2006
AUM
—
Location
Region
North America
Country
—
City
Wayzata
Corporate office
861 Lake Street North
Frequently asked questions
What is Dougherty Wealth Advisers?
Dougherty Wealth Advisers is a multi family office headquartered in Wayzata.
When was Dougherty Wealth Advisers founded?
Dougherty Wealth Advisers was founded in 2006.
Where is Dougherty Wealth Advisers headquartered?
Dougherty Wealth Advisers is headquartered in Wayzata, in the North America region.
What does Altss track for Dougherty Wealth Advisers?
Altss maintains an OSINT-verified profile of Dougherty Wealth Advisers covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Dougherty Wealth Advisers's website?
Dougherty Wealth Advisers's public website is www.doughertywealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Dougherty Wealth Advisers?
Dougherty Wealth Advisers is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Dougherty Wealth Advisers?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Dougherty Wealth Advisers?
Dougherty Wealth Advisers's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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