DOGPATCH WEALTH

Overview

Dogpatch Wealth is a small, privately owned limited liability company that provides advisory services primarily to individual and family clients. The firm acts as a registered representative of a broker-dealer and operates as an insurance broker in addition to delivering portfolio management for individuals and small businesses. Its fee structure includes a percentage-of-AUM component along with other fee arrangements. Dogpatch Wealth is not positioned as an institutional pension consultant or capital allocator, and it does not identify as an active ESG investor or a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices