# Dougherty Wealth Advisers

Dougherty Wealth Advisers is a Multi Family Office based in Minnetonka, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Minnetonka, United States
- **Region:** North America
- **Address:** Wayzata, MN, United States
- **Founded:** 2006
- **Assets under management:** 418 (Altss estimate)
- **Website:** doughertywealth.com
- **LinkedIn:** https://www.linkedin.com/company/dougherty-wealth-advisers-llc

## Regulatory record

- **CRD number:** 143138
- **SEC file number:** 801-99370
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-25T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143138

## About

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.

## Sectors

- Fund of Funds
- Philanthropic Investing

## Offices

- Sioux Falls, SD, United States

## People

- Todd Witcraft — CEO, CIO, and Founder
- Paul J. Dinzeo — President and Founder

## Questions

### Who runs investment decisions at Dougherty Wealth Advisers?

Todd Witcraft serves as CEO and CIO. He oversees portfolio management and investment strategy for client accounts.

### Does Dougherty Wealth Advisers participate in fund commitments or only direct deals?

Confirmed investment types include fund-of-funds vehicles alongside direct advisory services.

### What investment stages does Dougherty Wealth Advisers typically target?

The firm provides ongoing portfolio management without a disclosed focus on specific stages such as venture or buyout.

### How is Dougherty Wealth Advisers related to CAPTRUST?

Former Managing Director Jennifer Arps left the firm in 2020 to join CAPTRUST as a Director and Advisor.

## Related profiles

- [Diana Capital UK](https://altss.com/profile/diana-capital-uk)
- [Kandor Global Advisors](https://altss.com/profile/kandor-global-advisors-llc)

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

Canonical page: https://altss.com/profile/dougherty-wealth-advisers

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