DORNICK WEALTH MANAGEMENT
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 335053
- Custodians
- INSPIRA FINANCIAL, CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.45%
- Charitable Organizations0.55%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dornick Wealth Management is a privately held limited liability advisory firm that manages portfolios for individuals, families and small businesses, and it also serves some institutional clients. The firm charges clients a percentage of assets under management and focuses its advisory work on portfolio management rather than pension consulting or broader institutional consulting. Dornick does not identify as an active ESG investor and is not classified as a multi-state or related adviser in the available snapshot.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds47%
- Other47%
- Exchange Traded Equities6%
- Cash & Cash Equivalents1%
Contacts
2 of 2Michael Pettit
Managing PartnerCRD 7852285
JONATHAN LUSK
Investment Advisor RepresentativeCRD 5953278
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 4131 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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