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DORNICK WEALTH MANAGEMENT
DORNICK WEALTH MANAGEMENT LLC
CRD 335053
4131 N CENTRAL EXPRESSWAY, SUITE 900, DALLAS, TX, 75204, United States
Phone
214-945-2126
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$61.4M
Discretionary AUM
$61.4M
Team
3 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $61.1M |
| Charitable organizations | 2 | $339K |
All web addresses on file
Official SEC filing: View on IAPD