Doench Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 171515
- Fee structure
- Percentage of AUM
- Client types
- HNWI62.5%
- Individuals37.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Doench Wealth Management, LLC is a limited liability company that focuses on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management (AUM). With a client base that includes both individuals and families, Doench Wealth Management has carved out a niche in personalized financial advisory services. The firm does not actively engage in environmental, social, and governance (ESG) investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Brian Doench
PrincipalCRD 5362280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Boatman Wealth Management, LLC
RIAMonessen, PA
Association Financial Services, LLC
RIATroy, MI
Ifmgroup
RIAMonrovia, CA